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Solomon · Katsman
- Practice Brochure · MMXXVI -
Taxable Income Mitigation

Are you mitigating your taxes to the fullest?

A private practice for business owners, real estate holders, and exit-bound founders - and the CPAs, bookkeepers, and business brokers who refer them.

Solomon Katsman, Wealth Strategist
- Solomon Katsman · San Francisco Bay Area -
- About The Practice -

Solomon Katsman works with a limited number of founder-operators and high-income professionals each year on advanced tax-mitigation strategy. He supports CPAs - he does not replace them. The practice is headquartered in the San Francisco Bay Area and operates with the actuarial, TPA, and compliance infrastructure of Alpha Innovation Partners.

What the Practice Does

Organized By Situation
IFor the profitable business
  • Defined Benefit Plans - Cash Balance, 412(e)(3), Traditional
  • 401(k) & Safe Harbor - combined with Profit Sharing
  • Executive Bonus Arrangements - §162 deductible
  • SEP & SIMPLE IRAs - solo and small-practice
  • Qualified Life Insurance - tax-free legacy
IIFor the sale or exit
  • Structured Installment Sales - multi-year spread
  • Charitable Remainder Trusts - CRT strategies
  • Buy-Sell Arrangements - cross-purchase or entity
  • Pre-exit coordination - 3-year shelter window
  • Capital gains deferral - entity restructuring
IIIFor the CPA or advisor

A CPA Alliance Program that compensates you for client introductions, deepens your client retention, and turns the off-season into your most profitable months. Fifty-percent commission split for as long as the client stays with the practice.

IVThe engagement
  • A 15-minute conversation to see if the math fits
  • Custom analysis against your actual return
  • Plan design - actuarial certification and filing
  • Implementation & stewardship - ongoing compliance
  • No pressure - clarity by the end of the call
$200K–$350K+
Annual tax-deductible contribution
$94K–$165K
Year-one federal tax savings
15 min
To find out if this fits your numbers
- The Next Step -

Does it make sense to spend fifteen minutes
on your specific numbers?

Request an introduction →