Solutions
Advanced Tax Planning
Advanced tax planning focuses on structuring income, assets, and transactions to manage tax exposure over time. We coordinate proactive strategies designed to preserve capital and improve after-tax outcomes.
A Proactive Approach to Tax Strategy
Tax outcomes are shaped by how and when income is earned, deferred, and transferred. Our approach emphasizes foresight, coordination, and alignment across the full financial picture.
Distribution & Withdrawal Strategy
We help structure the timing and sequencing of income from retirement accounts, investment assets, and other sources to manage tax exposure while supporting long-term income needs.
Compensation & Incentive Structures
We evaluate the tax implications of deferred compensation, equity awards, incentive plans, and supplemental benefits, helping reduce unintended tax consequences tied to timing and liquidity decisions.
Ownership & Business Activity
We coordinate tax strategy around entity structure, cash-flow decisions, reinvestment planning, and liquidity events to align business activity with personal and long-term objectives.
Advanced Tax Planning Leadership
Armen Riley
Managing Principal & Lead Advisor
Legacy Private Wealth
Edward Morrow, MBA, CPA
Head of Advanced Tax Planning
Legacy Private Wealth
Explore Our Other Comprehensive Offerings
We apply a structured, integrated approach to managing private wealth, aligning investments, planning, and long-term objectives within a unified framework.
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