Entity Structure & Selection
For founders whose income or business model has shifted, it’s often worth revisiting whether the original structure still fits.
Foundational Decision
Tax planning that works alongside your CPA
Filing and planning are two different conversations. Most business owners receive excellent compliance work but never sit down for the planning conversation, the one that happens before year-end, when decisions can still shape the outcome.
GET STARTEDTax strategies we consider with business owners
Every engagement begins with a diagnostic: a review of your entity structure, compensation design, retirement plan, and real estate holdings, to identify which strategies may be relevant.
S-Corp Salary Considerations
Establishing a defensible salary figure that reflects market compensation, as an ongoing conversation rather than a one-time setting.
Compensation Structuring
Accountable Plans
A properly structured plan can show how business expense reimbursements are characterized for tax purposes.
Reimbursement Structuring
Cost Segregation Studies
For real estate owners, reclassifying building components into shorter depreciation lives may accelerate early-year deductions.
Real Estate, Linked Planning
Real Estate Professional Status
For some investors, qualification can change how rental losses interact with ordinary income, where documentation matters.
Passive Activity Considerations
R&D Tax Credits
Applies to a broader range of activities than many owners realize: software, product iteration, process improvement.
Activity-Based Credit
Retirement Plan Design
Solo 401(k)s, defined benefit plans, and SEP IRAs each offer different contribution limits and design flexibility.
Retirement & Deferral
Exit & 1031 Exchange Planning
Installment sale structures, 1031 exchanges, or Opportunity Zone investments can open more options than addressing them at closing.
Transition & Exit
Where tax strategy fits in the bigger picture
The gap isn’t access to strategies. It’s having an advisor who integrates them with investments, estate plan, insurance, and long-term goals.
| What Matters | Corrales & Co. | Traditional Firms |
|---|---|---|
| Timing |
Planning conversations happen before year-end, when there’s still time to shape the structure.
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Filing happens after year-end. Strategies that would have shaped the result are out of reach.
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| Coordination |
Tax strategy is reviewed alongside investments, estate plans, and insurance.
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Tax work runs in parallel to wealth management and estate planning, with limited coordination.
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| Personalization |
The approach is shaped around your entity, income profile, real estate, and timeline.
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Strategies are applied from a standard list, with little variation across situations.
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A diagnostic conversation, not a commitment
A tax strategy diagnostic is the first step we typically take with new clients. A structured review of where you are today, and a conversation about which strategies are worth exploring further. No obligation attached.
GET STARTED