Strategies We Offer
IRS-compliant, fully documented tax strategies designed for high-income professionals, business owners, and investors. Every structure is grounded in existing tax code and supported by independent appraisals.
At Stonebridge, we specialize in IRS-compliant, fully documented tax strategies designed for high-income professionals, business owners, and investors. Every structure we coordinate is grounded in existing tax code, supported by independent appraisals, and implemented in collaboration with your existing advisors.
Our role is education and coordination – helping you unlock strategies that may otherwise remain hidden.
Explore Our Strategy Categories
Charitable Giving
Transform your tax burden into meaningful charitable impact through our signature Charitable Impact Framework, donor-advised funds, charitable remainder trusts, and private foundation planning.
Real Estate & Investment
Maximize your real estate and investment returns through strategic tax planning, accelerated depreciation, capital gains deferral, and community development incentives.
Business & Investor Solutions
Advanced tax strategies for business owners, partnerships, and sophisticated investors seeking to optimize entity structures and partnership transactions.
Retirement & Income Planning
Maximize retirement contributions and optimize withdrawal strategies to minimize lifetime taxes while building substantial retirement wealth.
Tax Credits & Incentives
Maximize dollar-for-dollar tax credits and specialized incentives for research, energy efficiency, and export activities.
Coordinated Compliance & Reporting
We work side-by-side with your CPA, attorney, and financial advisor. Every strategy includes:
Independent appraisals
Qualified independent appraisals meeting all IRS requirements
Comprehensive documentation
Complete audit trails and documentation packages
K-1 or Schedule reporting for tax filings
Seamless integration with your CPA's tax preparation process
Ongoing support for IRS inquiries
Complete support throughout any IRS review process
Important Disclosures
Stonebridge Tax Advisors does not provide tax, legal, or investment advice. We serve as educators and coordinators. All strategies are subject to individual eligibility, IRS limitations, and proper documentation. We encourage clients to consult directly with their CPA, attorney, and financial advisors before implementation.
Discover Which Strategies Fit Your Situation
Our Tax Impact Assessment will help identify which IRS-compliant strategies best fit your income level, business structure, and tax reduction goals.