Solomon Katsman Wealth Strategist · AIP

Advanced Tax
& Wealth Strategies

Solomon KatsmanWealth Strategist

About the practice

Solomon Katsman helps business owners and high-income clients reduce taxes, protect wealth, and plan for liquidity events. The practice specializes in taxable-income mitigation and capital-gains strategy, while also delivering comprehensive business planning and advanced estate-planning structures.

We partner with CPAs, attorneys, and real-estate professionals to solve complex planning challenges - turning tax problems into strategic opportunities. From advanced retirement design to capital-gains deferral, we help clients keep more of what they earn while building long-term wealth. Headquartered in the San Francisco Bay Area, operating with the actuarial, TPA, and compliance infrastructure of Alpha Innovation Partners.

Our services

Taxable Income Reduction

Defined Benefit & Cash Balance Plans
Custom 401(k), Solo 401(k), SEP & SIMPLE
Cost Segregation for real estate owners

"We help clients legally shift six figures out of taxable income each year."

Capital Gains Strategies

Business, real estate & stock exits
CRTs, Structured Sales & 1031/DST
Turn tax bills into income streams

"We turn large tax bills into income streams and planning opportunities."

Advanced Estate & Wealth Planning

Private, tax-advantaged income strategies
Wealth transfer & family legacy design
Charitable and philanthropic planning

"We design structures that preserve wealth across generations."

Business Owner & Executive Solutions

Buy-sell arrangements
Employee & Executive benefits design
Exit & succession planning

"We align tax strategy, benefits, and succession into one plan."

All strategies are supported by coordinated investment management and ongoing advisory oversight, in partnership with Alpha Innovation Partners.