Tax Planning

Lionshare Partners > Services > Tax Planning

Tax Planning

Personalized tax planning and advisory services

At Lionshare, we understand the importance of analyzing your financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency with the elements of the financial plan working together in the most tax-efficient manner possible. Tax planning is an important part of a financial plan and encompasses many different considerations, including the timing of income, purchases and other expenditures; the selection of investments and types of retirement plans; and a person’s filing status and common deductions.

Lionshare and its partners provide income tax consulting and compliance services to a wide range of clients, including individuals, businesses, and trusts. We work to ensure each client understands their tax situation, while providing reliable, timely advice as well as proactive planning. We abandon the in-house CPA service model so we can allow competition, technology, and time-sensitive execution to drive down the cost and improve the client experience. Instead of expecting a few tax advisors to be experts on the ever-changing nuances of income tax at both the federal level and in all 50 states, we prefer to work with the best independent tax professionals in your state, based on the specialty you require (real estate, small business, stock options, etc.

  • Ex-pat financial planning & advice
  • Properly structured retirement & pension plans
  • Special small business tax incentives (Section 1202 & Section 1244)
  • Real estate strategies, 1031 exchanges & Delaware statutory trust

Analyze your
stock compensation

Provide consulting services regarding closely-held private stock, concentrated publicly traded stock positions, stock option programs, and employee stock programs.


We offer free initial consultations to go over your tax situation to discuss how our services can be of help and provide a quote for our fees.