Tax Planning & Consulting
Oracle Capital Strategies is uniquely positioned to provide strategic tax planning and compliance services to our investment management clients. Our first hand knowledge of clients’ investment portfolios positions us to be proactive in developing effective tax planning strategies to minimize tax liabilities. The expertise of our tax personnel allows us to provide comprehensive tax planning and compliance services to individual and business clients. We will also provide assistance as needed to clients outside tax advisors and participate with clients’ advisory teams in financial, estate and business planning and implementation.

Our core capabilities include:

  • Wealth transfer, tax planning & consulting
  • Federal & State planning and tax preparation
  • Tax modeling & projections
  • Pre liquidity event planning for the personal benefit of the business owner
  • Transaction structuring for real estate & other business
  • Analysis of financing alternatives
  • Estate & gift planning
  • Retirement planning –withdrawals, IRA rollovers, ROTH conversions
  • Planning for concentrated stock positions
  • Cash flow management – including record keeping
  • Stock option planning
  • Charitable planning
  • Educational planning – 529 plans
  • Private foundation administration
The information contained herein is general and for illustrative purposes only and should not be used in any
actual transaction. You should seek guidance of a professional Tax Advisor who is familiar with all the
applicable laws. Please note all information herein is subject to change at any time, without notice.

In accordance with Treasury Regulations which became applicable to all tax practitioners as of June 30, 2005, please note
that any general tax advice given herein (and in any attachments) is not intended or written to be used, and cannot
be used by a taxpayer, for the purpose of (i) avoiding tax penalties that may be imposed by the IRS or (ii) promoting,
marketing or recommending to another party any particular transaction or course of action addressed herein.