Tax Architect
CurrentRetained by a client group of corporations, partnerships, and 501(c)(3) public charities to clarify the practical, rigorous, dimensional, and developmental facets of a tax efficient business infrastructure — within both the for profit and nonprofit sectors.When blueprinting a construction project, it is necessary to have a correct understanding of permit to code requirements. The same blueprint architecture considerations exist when constructing a business — including a correct understanding of what the Internal Revenue Code permits.An accurate understanding of the Code is acutely required for anyone entering the nonprofit space — where an awareness of distinctions between public charities and private foundations is critical.As a Tax Architect, I advise business startups by providing important tax implication awareness necessary to clarify an optimal legal entity blueprint — and when necessary, restructure a tax architecture for already defined firms.I also advise individual taxpayers on various strategic options to enhance their tax profile based on personal holdings, real property, marital status, side interests, and other tax pertinent factors. Perform strategic corporate tax math (Form 990, Form 1065, Form 1120).As an Infrastructure Adviser, I explain a contextual framework necessary to define a personal loan underwriting document strategy for entrepreneurs.For already defined firms needing business intelligence, I use quantitative analysis tools to translate historic data into a strategic optimization of resources — yielding business efficiency and sound decisions of the firm. Analytic tools include break even point analysis, decision trees, and expected risk / sensitivity analysis — and for fiscal strategy: absorbing state Markov Processes to forecast accounts receivable and establish an allowance for doubtful accounts.In sum, I leverage strategic tax considerations and business math analytics to optimize client retained earnings.