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WHAT I OFFER

Financial strategy for lives without borders.

Whether you're preparing to move abroad, growing a business, navigating a major financial transition, or planning for the future, every recommendation begins with the same goal: helping you make confident decisions that support the life you're building.

Services

EXPAT · GLOBAL MOBILITY · CROSS- BORDER PLANNING

International Tax Strategy

01

Moving abroad changes far more than your address. From Foreign Earned Income Exclusion planning and Foreign Tax Credits to FBAR, FATCA, state residency, entity structure, and long-term tax strategy, I'll help you navigate the complexities of living internationally with confidence.

ENTREPRENEUR · BUSINESS OWNER

Business Tax Strategy

02

As your business grows, the decisions you make matter more. Together we'll evaluate the right entity structure, compensation strategy, retirement opportunities, and tax planning techniques so your business supports both your financial goals and your lifestyle.

LIFE TRANSITIONS · NEW OPPORTUNITIES

Financial Decision Making

03

Whether you're navigating an inheritance, divorce, equity event, relocation, or another major life change, I'll help you understand your options, identify potential tax implications, and create a thoughtful plan before making important financial decisions.

RETIREMENT · LONG-TERM WEALTH

Financial Planning

04

Building wealth isn't about following someone else's timeline. Through my partnership with a registered investment advisory firm, I help clients integrate tax strategy with long-term financial planning, retirement, investing, and cash-flow decisions so every piece of your financial life works together.

Services

Filters

California Exit Tax Guide

Leaving California to worldschool or live abroad? The FTB doesn't let go easily. This guide breaks down California's two-part tax trap - the income tax that quietly takes 9–13% of your profits every year, and the $800 franchise fee that doesn't always disappear when you reregister your LLC elsewhere. Learn the exact checklist to establish nonresident status, the day-count rule that matters, and the sequence that closes California's claim on your income - legally and permanently.

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NYS Exit Tax Guide

New York is one of the most aggressive states in the country when it comes to taxing people who try to leave. It has two separate residency rules, a six-year audit window, and an entire department dedicated to departure cases.

This guide - written for worldschooling and expat families - covers what most CPAs don't tell you: the statutory residency trap, the "permanent place of abode" that keeps you on the hook even after you've changed your address, the LLC publication requirement that costs up to $2,000, and the no-income-tax states best suited for families who live internationally.

Five pages. No fluff. Written by a 15-year CPA and former NYS Tax Auditor who knows exactly how New York builds its cases.

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