Tax‑Smart Estate Planning & Wealth Preservation

Texas Tax Attorney • High‑Net‑Worth Focused

Tax Estate Planning & Wealth Preservation for High‑Income Texans

Protect your assets, reduce your tax burden, and build a multi‑generational legacy with strategic planning designed by an experienced Texas tax attorney.

GET CUSTOM TAX PLAN Book Your Strategy Session

High‑Net‑Worth Planning Asset Protection IRS‑Compliant Solutions

Private Strategy Session

Get a personalized tax‑efficient estate plan designed for wealth protection, tax reduction, and long‑term legacy growth.

Attorney‑Led Guidance
15+ years of combined tax experience.

IRS‑Compliant Planning
Built to withstand audits and scrutiny.

Book Your Session

Why Smart Tax Planning Matters for Texans

Without a custom tax strategy, many high-income Texans pay more taxes than necessary. The right planning helps protect your wealth, reduce your tax burden, and secure a multi-generational legacy.

A CPA helps you file.
An accountant helps you track.
A tax planning attorney helps you legally minimize taxes and protect wealth.

Tax laws change often. IRS regulations shift. Estate rules evolve. Your personal and business situations grow more complex every year.

Without strategic tax and estate planning, you risk:

Overpaying taxes
IRS audits or penalties
Heavy capital gains on real estate or investments
Losing wealth to probate or federal estate taxes
Paying unnecessary taxes during retirement
Exposing your business and personal assets

With proper planning, you can:

Reduce yearly income taxes
Avoid unnecessary federal estate taxes
Minimize capital gains
Protect assets from creditors
Preserve wealth for your family
Structure your business for maximum tax benefit
Pass down more of what you worked hard to build

ADVANCED TAX REDUCTION STRATEGIES

Custom Strategies for Business Owners, Investors, & High-Income Families. Every client receives a personalized tax plan designed to reduce taxes both now and in the future.

1. Income Tax Minimization

We help optimize:

✓Business expense deductions
✓Home office deductions
✓Depreciation and amortization
✓S-corp & LLC tax strategies
✓Retirement contribution maximization
✓Charitable giving strategies
✓Tax bracket management
✓Tax-efficient compensation

2. Business Tax Strategy

We evaluate and optimize:

✓LLC, S-Corp, C-Corp structure
✓Multi-entity strategies
✓Pass-through taxation
✓Employee vs contractor classifications
✓Partnership tax planning
✓Fringe benefits & tax-free compensation
✓Business succession plans

3. Real Estate Investor Tax Planning

We provide advanced strategies such as:

✓1031 exchanges
✓Cost segregation
✓Short-term rental loophole strategies
✓Depreciation maximization
✓Capital gains reduction plans
✓Investment entity structuring

4. Retirement Tax Optimization

We help you plan:

✓Roth conversions
✓Required minimum distributions
✓Tax-efficient investments
✓Income stacking strategies
✓Social Security tax minimization
✓Retirement withdrawal sequencing

5. Capital Gains Tax Reduction

Strategies include:

✓1031 exchanges
✓Opportunity Zone funds
✓Charitable remainder trusts
✓Monetized installment sales
✓Basis adjustments

6. Estate & Wealth Transfer Planning

Strategies include:

✓Revocable & irrevocable trusts
✓Family Limited Partnerships
✓Grantor Retained Annuity Trusts (GRATs)
✓Lifetime gifting plans
✓Charitable trusts & foundations

ESTATE TAX PLANNING SERVICES

Preserve Generational Wealth. Protect Your Family. Reduce Tax Exposure.

Estate planning is more than documents—it’s a financial strategy.

Revocable Living Trusts

Avoid probate and ensure smooth asset transfer.

Irrevocable Trusts

Preserve assets from estate taxes and creditors.

Family Limited Partnerships (FLPs)

Ideal for real estate families and business owners.

Grantor Retained Annuity Trusts (GRATs)

Perfect for lowering estate tax on appreciating assets.

Charitable Trusts & Foundations

Reduce tax exposure while giving back.

Wealth Transfer Strategies

Move assets tax efficiently to heirs.

Lifetime Gifting Plans

Lower future estate tax burdens strategically.

Asset Protection Trusts

Shield wealth from lawsuits, creditors, and probate.

Special Needs & Legacy Planning

Ensure your estate plan supports long-term family legacies

BUNDLED PACKAGES

We Offer Three Comprehensive Planning Options Based on Complexity

Essential Tax Strategy Package

Best for Families & Professionals

$499 One-Time Strategy

• Complete income tax review

• Personalized tax deduction map

• Basic estate tax assessment

• Retirement tax analysis

• Annual tax strategy report

Book Strategy Session

Ideal For: Teachers, nurses, professionals, new business owners.

For Business Owners, Investors & High-Income Families

$1,499 Full Annual Planning

• Full business entity structuring

• Capital gains strategy planning

• Real estate tax portfolio review

• Multi-entity set-ups

• Advanced deduction stacking

• Trust recommendations

Get Custom Tax Plan

Ideal For: Entrepreneurs, landlords, investors with $500K+ assets.

Premium High-Net-Worth Protection

For Estates $5M+ or Complex Wealth Families

$5,000+ Custom High-Net-Worth Planning

• Multi-generational estate tax plan

• GRATs, FLPs, and advanced trusts

• High-asset protection strategies

• Family constitution & legacy blueprint

• Annual attorney review

• Private wealth tax concierge support

Request Private Consultation

Ideal For: High-net-worth families, legacy planning, business owners.

WHY WORK WITH A TAX ATTORNEY?

A CPA can prepare your taxes. A bookkeeper tracks them. A tax attorney designs a legal strategy to minimize them.

Tax attorneys combine legal training with tax strategy to protect assets, manage disputes, and design long-term frameworks that CPAs and bookkeepers typically don’t provide.

Benefits of Hiring a Tax Attorney:

Key Advantages

Legal protections and strategic tax planning tailored for complex, high-stakes situations.

Attorney-client confidentiality

IRS dispute protection

Legal-level planning using trust law

Estate tax knowledge CPAs don't provide

Business entity structuring

Long-term multi-decade planning

High-asset protection solutions

Multi-generational tax reduction frameworks

Most clients save significantly more than the cost of services.

Schedule a Consultation Request Case Review

No obligation — confidential initial call.

TESTIMONIALS

⭐ ⭐ ⭐ ⭐ ⭐

“Working with this tax attorney changed our financial future. We had no idea how much we were overpaying.”

— Sarah M., Small Business Owner

Dallas, Texas

⭐ ⭐ ⭐ ⭐ ⭐

“After implementing our strategy, our annual tax bill dropped by nearly $50,000.”

— Marcus & Elaine R.

Atlanta, Georgia

⭐ ⭐ ⭐ ⭐ ⭐

“The estate plan they created preserved more wealth than I ever imagined. My family is protected.”

— Jonathan K., Investor

Miami, Florida

FREQUENTLY ASKED QUESTIONS

Anywhere from a few thousand to millions depending on assets, income, and structure.

No. We work with your CPA to create legal strategies they execute.

Yes. As a tax attorney, we provide full legal support and representation.

Yes — we serve clients across all of Texas and offer virtual planning sessions.

No. We serve individuals, families, professionals, and businesses of all income levels.

Protect Your Wealth. Reduce Your Taxes. Build a Stronger Legacy.

You’ve worked hard to build what you have—now let’s make sure you keep more of it.

Book Your Tax Strategy Session Call Now to Speak With a Tax Planning Attorney