Tax Strategy
Ready to Get Ahead of Your Taxes? Let's Plan.
- Evaluate your current entity structure for tax optimization opportunities
- Plan for business exits, sales, and succession with tax efficiency
- Manage multi-state tax obligations and residency planning
- Identify legal strategies that go beyond what compliance accounting offers
Proactive tax strategy saves more than reactive tax defense. Schedule a consultation to discuss optimization opportunities for your business or personal situation.
Strategic Tax Planning Creates Measurable, Permanent Savings
Most business owners and high-net-worth individuals are paying more tax than they need to — not because their CPA is doing anything wrong, but because compliance-focused accounting doesn't include proactive strategy. Tax planning with a legal perspective identifies structural opportunities that accounting alone misses.
Whether you're looking to optimize your business entity structure, plan for an exit or sale, manage multi-state tax obligations, or simply ensure you're not leaving money on the table, a strategic conversation is the first step.
Business Tax Strategy
Business tax strategy starts with entity structure and flows through every operational decision — compensation design, retirement plan selection, asset placement, and transaction timing. The legal form of your business determines the ceiling on what's possible, and most businesses are operating under structures that were chosen for convenience rather than tax efficiency.
Entity Optimization
Business Tax Optimization
Entity selection and restructuring, compensation planning, retirement plan design, and operational tax strategies for businesses at every stage of growth.
Learn more →Transactions
Exit Planning & Corporate Transactions
Pre-sale tax structuring, M&A tax planning, stock vs. asset sale analysis, installment sales, and Qualified Small Business Stock (QSBS) exclusion strategies.
Learn more →Advisory
Tax Advisory & Opinion Letters
Formal tax opinions, transaction advisory, and position documentation for complex tax positions that require legal authority and defensibility.
Learn more →Cannabis
Cannabis Tax Strategy
IRC §280E planning, entity structuring for cannabis operators, state licensing compliance, and cost-of-goods-sold optimization within federal constraints.
Learn more →Individual & High-Net-Worth Tax Strategy
Individual tax strategy addresses income timing, investment placement, residency planning, and estate-level wealth transfer. For high-net-worth individuals, the interaction between income tax, capital gains, estate tax, and state tax creates planning opportunities that compound over time — but only if they're implemented before the triggering event.
Individual Planning
Individual Tax Optimization
Income timing strategies, investment tax planning, charitable giving structures, and retirement distribution optimization for high-income individuals and families.
Learn more →Multi-State
Residency & Multi-State Tax
Domicile planning, residency audits, multi-state income allocation, and state tax minimization for individuals and businesses operating across state lines.
Learn more →International
International Tax Services
Cross-border tax planning, FBAR and FATCA compliance, foreign tax credit optimization, and treaty-based planning for U.S. persons with international assets.
Learn more →Digital Assets
Cryptocurrency Tax Strategy
Tax-efficient digital asset management, cost basis optimization, DeFi and staking income planning, and exchange reporting compliance strategies.
Learn more →What to Expect When You Work With Us
You'll speak with someone who understands tax law. Not a receptionist or a call center. You'll be speaking with a trained member of our intake team who can meaningfully assess your situation.
We'll evaluate your options — honestly. We'll discuss your situation, explain what's at stake, and outline the realistic paths forward. If we're not the right fit, we'll tell you that.
There is no obligation to engage our firm. The consultation is free and completely confidential. No engagement fees until we've discussed your situation and mutually agreed on a path forward.
Additional Strategy Areas
Beyond core business and individual planning, we advise on specialized tax strategy matters that require deep subject-matter expertise and legal structuring capabilities.
Real Estate Tax Strategy
1031 exchanges, cost segregation, opportunity zones, real estate professional status, and entity structuring for real estate investors and developers.
Learn more →High-Net-Worth Strategy
Comprehensive wealth planning integrating income tax, estate tax, trust structures, and charitable strategies for ultra-high-net-worth individuals and families.
Learn more →Complex Tax Preparation
Strategy-integrated return preparation for clients with multi-entity structures, international holdings, and complex investment portfolios.
Learn more →Divorce & Tax
Tax-efficient property settlement structuring, alimony and support planning, innocent spouse considerations, and post-divorce entity restructuring.
Learn more →From Our Practice
In tax savings across all client matters since 2013. That number includes proactive tax strategy implementations, entity restructurings, exit planning engagements, and multi-state optimization — in addition to our tax defense results.
What makes the difference: We're a tax law firm, not an accounting firm. Legal strategy, attorney-client privilege, and the ability to structure transactions with defensibility built in — that's what separates tax planning from tax compliance.
Representative Results
What Our Clients Achieve
Sam Brotman
Owner & Managing Attorney · J.D., LL.M. Taxation, MBA
Sam founded Brotman Law in 2013 with a singular focus on tax controversy and tax strategy. He leads the firm's tax planning practice and personally oversees every client engagement from initial consultation through implementation.
Full Bio →Not Sure Where to Start?
Book Your Free 15-Minute CallWant to learn more first? See our transparent pricing or browse our free tax guides.
Common Questions
Tax Strategy FAQs
What's the difference between tax planning and tax preparation?
Tax preparation looks backward — it reports what happened last year. Tax planning looks forward — it structures decisions to minimize tax before they happen. The savings from proactive planning typically dwarf anything that can be done after the fact.
When should I start thinking about tax strategy?
The best time is before major transactions — a business sale, real estate acquisition, entity restructuring, or relocation. But there are strategies available at any point.
Do I need a tax attorney or will my CPA suffice?
CPAs are excellent at compliance and accounting. Tax attorneys bring legal strategy, privilege protection, and the ability to structure transactions that CPAs cannot.
How much can strategic tax planning actually save?
It depends on your situation, but we routinely identify savings of 15-40% on effective tax rates through entity optimization, timing strategies, and legal structures.
Get Started Today
Book Your Free 15-Minute Call
Schedule a brief call with our team to discuss your tax strategy. We'll evaluate your current situation and identify optimization opportunities — confidentially and without obligation.
We respond within one business day. Most calls returned same day. Everything you share is completely confidential, protected by attorney-client privilege.