Tax Strategy
QSBS Planning: What Founders Need to Know Before They Exit
Qualified Small Business Stock can exclude up to $10M in capital gains — but only if you plan early. Here's what to consider 12–24 months before a liquidity event.
Read more →Insights
Perspectives on tax strategy, estate planning, and financial coordination from the N1P Advisory team.
Approach
The Case for Quarterly Tax Planning (Not Just Annual Filing)
Annual tax preparation is backward-looking by definition. A quarterly planning rhythm catches opportunities and risks while there's still time to act.
Read more →Tax Strategy
Multi-State Filing After a Relocation: Common Mistakes We See
Moving states mid-year creates complex allocation questions. These are the three mistakes we see most often — and how to avoid them.
Read more →Estate Planning
Trust Structures for the Next Generation: Getting Started
Irrevocable trusts aren't just for the ultra-wealthy. Here's a practical framework for families considering their first trust structure.
Read more →Coordination
What Your Financial Advisor Doesn't Know About Your Tax Return
The gap between investment strategy and tax strategy costs families millions every year. Cross-advisor coordination closes that gap.
Read more →Real Estate
Cost Segregation Studies: When They Make Sense (and When They Don't)
Cost segregation can accelerate depreciation by hundreds of thousands of dollars — but it's not right for every property. Here's how we evaluate.
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