The Sollertis Approach
to Tax Strategy
Smart planning. Sound structure. Coordinated execution
At Sollertis, we take a strategic, legal-first approach to tax. Our clients are high-net-worth individuals, families, and business owners who need more than compliance — they need foresight, structure, and thoughtful integration with their broader wealth, asset protection, and estate plans.
We’re not here to replace your CPA. We’re here to handle the legal and structural aspects of your tax picture – the pieces where judgment, risk, and strategic design matter most.
Whether we’re coordinating with your CPA, guiding your family through a complex transition, or solving a high-stakes issue across jurisdictions, our goal is the same: to build and maintain a long-term strategy that works.
Our Tax Planning Philosophy
- Plan first, comply second — we prefer to make the rules work before the return is filed.
- Work with, not around, your CPA – most of our clients come through advisors we support, not displace.
- Stay involved over time – we don’t walk away after the plan is built. We stick around to keep it working.
Explore Our Tax Services
1. Estate Tax Reduction Planning
Shift up to $42 million without incurring estate tax.
We help married couples and individuals use today’s estate tax exemption — along with strategic valuation discounts — to move wealth to the next generation while maintaining control and protecting assets.
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2. 3520 & Foreign Trust Compliance
Avoid penalties and fix late or missed filings.
The IRS imposes steep penalties for foreign trust reporting failures. We prepare Form 3520 filings, draft reasonable cause statements, and coordinate with CPAs to restore compliance — or prevent problems before they start.
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3. Staffing & Structure Strategy
Build multi-entity structures the IRS can’t collapse.
We help clients design staffing and operational frameworks that contain liability, support custom retirement planning, and avoid “controlled group” treatment under the Internal Revenue Code.
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4. Strategic Tax Planning
When your situation is complex, delicate, or high-stakes.
We help clients and their CPAs structure transactions, address sensitive tax issues, and evaluate multi-dimensional planning decisions — especially when legal expertise and privilege matter.
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5. Cross-Border Tax Planning
Tax planning for global lives and multi-jurisdiction families.
We assist U.S. citizens living abroad and foreign nationals living in the U.S. with sensitive cross-border tax issues, from foreign trusts to dual reporting obligations and international gifting.
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Smart Tax Strategy Starts Here
If you’re facing a complicated tax question or trying to align your tax plan with your broader legal structure, we’re here to help you map it out — and stay ahead of what’s coming next.
Let’s talk.
