Advanced Tax Planning & Entity Strategy

Advanced Strategies to Move Your Business Forward. What you make is important—but what you keep is everything. We help business owners minimize tax, structure smarter, and preserve more of what they’ve built.

Why Advanced Tax Strategy Matters

Why Do Corporations Pay Less Tax Than You?

It’s not luck—it’s strategy. Large corporations use teams of experts to legally reduce their taxes. Most small business owners? They rely on CPAs who record history, not professionals who proactively shape it. That’s where we come in.

What We Help You With

1. Strategic Tax Minimization

  • Income tax reduction (business & personal)
  • Roth conversion analysis
  • Estate tax mitigation
  • Qualified plans (401k, Defined Benefit, etc.)

2. Smart Structuring & Optimization

  • Entity structuring (LLC, S Corp, C Corp)
  • Asset protection coordination
  • Real estate liquidation & investment event planning
  • 1031 Exchanges & Opportunity Zones

3. Specialty Credits & Gifting
R&D tax credits

  • Qualified Charitable Distributions
  • Philanthropic giving strategy
  • Property tax abatement

Who This Is For

If You’re Paying Too Much In Tax, We Can Help.

  • Small & mid-size business owners
  • Real estate investors & developers
  • Entrepreneurs facing large liquidity events
  • Founders with complex income streams
Woman Holding Chart

The Blue Skye Difference

Smarter Tax Planning. Holistic Coordination. More Money in Your Pocket.

  • Advanced planning + CPA coordination
  • Entity structure with personal tax in mind
  • Integrated with estate & retirement strategy
  • Designed to reduce tax now and in the future

Let’s Keep More of What You Work So Hard to Earn.

Book Your Advanced Tax Planning Session