Advanced tax strategies are how you stop tipping the IRS every year and start keeping more of what you actually earn.
Most business owners and high earners have already maxed out the basic deductions and retirement contributions their CPA mentions every year. What actually moves the number is entity design, timing, targeted investments, credits, and charitable structures — the strategies wealthy business owners use instead of the write-offs everyone already knows about.
At CPA Attorney LLC, every strategy we implement exists in the tax code, regulations, or case law. We do not use conservation easements, micro captives, deferred sales trusts, or other IRS-flagged structures, and we do not fabricate material participation or working interest claims. We build plans that hold up under examination.
Every engagement is tailored to your situation. Below are the specific areas we cover.
Tight capture of existing spend, salary/dividend/bonus optimization, fringe benefits and retirement plan design, and specialized risk structures.
Renewable energy projects, opportunity zones, oil and gas working interests, and real estate with engineered depreciation.
Discount asset gifting, donor advised funds, charitable remainder and lead trusts, and qualified charitable distributions.
Energy and clean technology credits, employment-related credits, and federal and state credit purchasing.
Entity type optimization, income allocation strategies, and family employment arrangements.
Multi-year gain spreading, charitable coordination, and opportunity zone integration ahead of a major sale, exercise, or payout.
Get a quick, federal-only estimate for your situation, then talk to an attorney who is also a licensed CPA about the strategies that apply to you.
Estimate only — not tax or legal advice. Federal figures for tax year 2026 only; does not account for state tax, AMT, the Net Investment Income Tax, credits, or Qualified Business Income wage limitations. Schedule a consultation for a strategy tailored to your situation.
Ready to see which of these strategies actually apply to you?
Schedule your consultationSpeak with an attorney who is also a licensed CPA. Your consultation is free and confidential.
From your first call to long-term strategy, here is exactly what to expect when you work with us.
Share your income picture, entities, major assets, and any upcoming liquidity events. No obligation — just clarity on what is possible.
We analyze your returns, map applicable strategies, and show you dollar-specific projections before you commit to anything.
We handle the documentation, entity work, elections, and coordination with your existing advisors as part of the engagement.
Tax law and your circumstances change. We revisit the plan as they do, so it stays accurate and compliant year over year.
Lenny Whiting
Admitted 2012 · NV Bar #14822
I founded CPA Attorney LLC to fill the gap between accounting and legal strategy. With dual credentials as a licensed CPA and Nevada attorney, I help clients keep more of what they earn — legally and permanently.
Full bioAnswers to the questions we hear most often about advanced tax strategies.
Advanced tax strategies are moves that go beyond basic deductions and retirement contributions and start using entity design, timing, targeted investments, credits, and charitable structures.
Used correctly, yes. Every strategy we use exists in the tax code, regulations, or case law. We decline conservation easements, micro captives, deferred sales trusts, and other IRS-flagged structures.
No. Nevada's advantage has to be layered with federal strategies — federal rates still reach up to 37% on ordinary income and up to 23.8% on capital gains regardless of where you live.
For clients who fit this profile, it is common to see potential savings in the 15–35% range of their current annual tax bill.
Ideally at least twelve to twenty-four months before a major sale, exercise, or payout — most of the highest-value strategies need lead time to implement correctly.
Have questions or need legal assistance? Contact us today — our team is here to help. Whether by phone, email, or through our online form, we're ready to listen and provide the support you need.
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