01
Tax Planning
Multi-year, scenario-based tax strategy for high-earning families. RSU and equity-comp planning, AMT modeling, charitable structures, Roth conversion windows, and the dozens of decisions in between.
Learn more ›
Strategic Tax. Integrated Wealth.
Most of our clients begin with a tax question — a multi-year planning need, an entity decision, an estate return. The work that follows often extends well beyond it, into investment strategy, estate design, and the broader architecture of family wealth. LPATS is the tax practice inside that larger picture, working in close coordination with the wealth advisors at Liberty Point Advisors so your tax plan and your financial plan move as one.
Our Approach
Most tax engagements are backward-looking — organize what already happened, file the forms, start again the following year. We work differently.
LPATS designs tax as a multi-year plan, calibrated to your investments, your estate, your business structure, and the way your wealth is meant to move across decades. We execute it, refresh it, and coordinate every move with the wealth team next door.
For many of our clients, tax is how the conversation begins. What follows — across investment, estate, risk, and philanthropic decisions — is the part that compounds.
What We Do
Six service lines, all built around a single discipline: forward-looking tax architecture, coordinated with the rest of your financial life.
Multi-year, scenario-based tax strategy for high-earning families. RSU and equity-comp planning, AMT modeling, charitable structures, Roth conversion windows, and the dozens of decisions in between.
Learn more ›S-corp, LLC, partnership, and multi-entity reviews. Section 199A optimization, reasonable compensation analysis, and entity-level decisions that compound across decades for closely-held owners.
Learn more ›Trust returns, generation-skipping tax planning, and the tax architecture beneath your estate plan. We coordinate directly with your estate attorney — who drafts the legal documents — so the tax strategy stays internally consistent with the structure.
Learn more ›For owners three to five years from a sale. Pre-transaction structuring, installment and seller-financing analysis, charitable strategies, and the architecture that determines what you actually keep.
Learn more ›Annual filings — individual, business, trust, and estate — prepared with the same strategic context that informs the planning. Not boilerplate. Documented decisions, ready for audit defense.
Learn more ›For first-time business owners and growing operators. Entity selection, state-of-formation analysis, S-election timing, and the initial structure that determines the next decade of tax outcomes.
Learn more ›The Practice
Our practice integrates two disciplines that the industry typically treats as separate: tax planning and wealth strategy. The result is a tax engagement that reads the rest of your financial picture, and a wealth plan that incorporates tax decisions as they happen — not after the fact.
Both come together here because LPATS's principal holds the CFP® and CPA/PFS credentials — a combination held by a small fraction of advisors in the country. The team works inside that framework, and the wealth advisors at Liberty Point Advisors complete the architecture.
Meet the team ›The LPATS Team
Four people lead the LPATS tax engagements. The broader Liberty Point Advisors team supports the wealth side of the relationship when clients choose to integrate it.
Our broader wealth team at Liberty Point Advisors — investment, estate, risk, and philanthropic specialists — is available to every LPATS client who wants integration. Meet the wealth team ›
Not a Requirement. Always an Option.
Many of our clients come to LPATS first for tax planning or compliance. Some stay there — and that is a complete relationship.
Others, over time, find that integrating their tax strategy with the broader wealth architecture serves them better. When that moment arrives, the Liberty Point Advisors team — investment, estate, risk, banking, and philanthropic planning — is already coordinated, already familiar with the file, and ready to move alongside the tax plan you already have.
The choice is always yours. The coordination is always available.
Who We Serve
A focused practice for three audiences whose tax decisions deserve a multi-year, integrated answer.
Tax Thoughts
Practical, sourced perspective on the tax decisions our clients actually face.
A walk through the permanent extensions, the new exemption ceilings, and the planning windows that close between now and 2029.
Read article ›Why the current exemption is a planning opportunity, not a default — and the structures that work best when paired with the wealth plan.
Read article ›The decision is rarely about tax alone. A framework that integrates concentration risk, AMT exposure, and the rest of the household balance sheet.
Read article ›