Strategic income tax counsel for founders, investors, and businesses at every stage of the company life cycle, from formation and QSBS planning through financings, equity compensation, and exits. We deliver structuring solutions and actionable advice to BigLaw standard at a flat fee, turned around in hours instead of weeks.
Every company formation, equity grant, financing, and exit has income tax consequences that are locked in the moment you sign. We advise founder, companies, and finance teams while the structure is still on the whiteboard, so the tax answer shapes the decision instead of becoming next year's expensive cleanup.
Our team has advised founders, investors, and businesses of all kinds on the income tax consequences of their most important transactions. We pair that judgment with AI-speed analysis and a flat fee quoted up front, so you get actionable tax guidance in hours, not a memo in three weeks.
Entity choice and tax elections that fit where the business is headed, not just where it starts.
Positioning founders and early investors for the QSBS gain exclusion, and protecting it through every round.
Founder equity, options, 83(b) elections, and executive packages structured with the tax answer up front.
The income tax input you need on SAFEs, priced rounds, and venture debt before you sign.
Reorganizations, recapitalizations, M&A, and liquidity events structured to preserve what you've built.
Have a tax question that doesn't fit a category above? Send it over and we'll scope it.
Dan is a Partner at General Legal and the head of the firm's Tax practice. Previously he was a partner in the Federal Tax group at Perkins Coie LLP and served as the firm's first AI Innovation Partner, coordinating strategic AI adoption across practice groups. He received his J.D. with High Honors from the University of Chicago Law School.
15 minutes, no commitment. We'll scope the work, quote a flat fee, and spin up your Slack channel the same day.
