Strategic Tax Planning

High-level tax strategy for complex, delicate, and high-stakes situations

It’s Not About the Return — It’s About the Plan

Most tax planning happens too late — after the year has closed, after a transaction is done, or after a client finds themselves in a bind. At Sollertis, we offer strategic tax planning that happens before the numbers are finalized — when the right advice can still shape the outcome.

Our role isn’t to replace your CPA. It’s to provide legal strategy, tax structure design, and situational clarity when things are complex, delicate, or high-stakes. That might mean helping a business owner navigate a liquidity event, resolving a foreign disclosure issue, or untangling a difficult tax position from prior years.

When You Need a Tax Attorney — Not Just a Tax Preparer

There are moments when traditional tax preparation just isn’t enough. Whether due to complexity, risk, or uncertainty, some tax matters require the legal insight, strategic thinking, and attorney-client privilege that only a tax attorney can provide.

Clients turn to Sollertis when:

There’s uncertainty about how to report or characterize an unusual transaction
They’re concerned about audit exposure, foreign reporting, or prior noncompliance
They want to understand the full legal and financial consequences of a proposed plan
Their CPA is asking for help with the legal framework or background
The matter touches multiple areas — tax, estate, corporate, asset protection, or international

Tax Planning Isn’t Just Defensive — It’s Opportunistic

You don’t have to be in a tough spot to benefit from strategic planning. Many clients engage us proactively to structure tax-sensitive opportunities, such as:

Early-stage structuring of a startup, investment fund, or operating company
Multi-generational gifting and trust strategies that reduce future tax exposure
Ownership alignment to maximize deductions or minimize state income tax
Coordination of investment, business, and personal entities for flexibility and leverage

One Strategy, Many Dimensions

Rarely is a tax question “just a tax question.” Most touch other parts of a client’s legal world — their estate plan, their business, their trusts, or their long-term family goals. We design structures that consider all of those moving parts, not just the tax return.

We work closely with your CPA to make sure what we design can be executed clearly and cleanly, without adding friction.

Examples of Our Strategic Tax Planning Services

Planning for a complex asset sale, restructuring, or exit event
Resolving foreign trust reporting issues, including late or corrective 3520/8938 filings
Structuring and documenting high-value gifts or transfers
Tax planning around private trust companies and family investment vehicles
Analyzing transactions for economic substance, step transaction risk, and basis impact
Coordinating with estate and asset protection planning to reduce tax exposure over time
Representing clients in IRS audits and examinations when legal guidance is needed

Why Clients Choose Sollertis for Tax Strategy

Attorney-Client Privilege: Sensitive discussions stay protected
Experience in Delicate Situations: Foreign disclosures, noncompliance, and high-risk positions
Integrated Structuring: Tax strategy aligned with legal, estate, and business planning
Collaborative Mindset: We work with your CPA to build and execute a plan
Trusted by Other Advisors: CPAs and attorneys regularly bring us in for sensitive client matters

Plan Early. Move Strategically. Stay Protected.

If you’re dealing with a complex situation or a strategic opportunity with tax implications, we’re here to help you think it through and build the right plan — before you’re forced into a reactive position.

And because tax issues rarely exist in isolation, we often identify opportunities to better align your tax and asset protection strategies while we’re working on your case — giving you a more integrated and resilient structure overall.

Let’s talk about your situation and map a smarter path forward.