Services

Tax strategy that goes beyond the return

Schedule a Discovery Call

Every engagement begins with understanding your full financial picture — income sources, investments, business interests, estate, and goals. We build a plan around all of it.

01

Base

$7,500 year one

$3,750 annually if retained after year one

  • Personalized information and education backed by industry best research and insight
  • Wealth flow chart: a visual representation of where everything is, how it is owned, how it is taxed, and how it transfers at death
  • Basic review and analysis of current tax situation
  • Basic strategies for improvement:
    • Filing status, deductions, credits, state tax considerations, low hanging fruit (asset location, tax gain and loss harvesting, Roth conversions)
  • Implementation steps required to apply relevant strategies
02

Cornerstone

$15,000 year one

$7,500 annually if retained after year one

  • Everything in Base Plus:
  • Intermediate to advanced strategies for current and future years that may involve trusts, entity selection, and lifetime gifting strategies among others
03

Keystone

$35,000 year one

$17,500 annually if retained after year one

  • Everything in the prior two tiers plus
  • Best ideas and practices for current and future tax years tailored to various scenarios
  • Walkthroughs of multiple scenarios and the estimated tax savings of each strategy

A Singular Targeted Purpose

Casey Pisano, CFP®, MST has spent over ten years in client-facing financial services. During this time he realized there is a gap in between the work that accountants and financial advisors often perform for clients. This gap is the tax and wealth transfer strategy that clients demand.

For the Ultra High Net Worth this gap is often addressed by establishing a family office or installing a virtual family office solution. This can provide a team of highly qualified professionals that work with only that family’s wealth and business endeavors. While this is a great solution for that market segment, it is costly. For those with $30–50m in assets and above, the cost may be a good value. For everyone else, the cost likely does not justify the expense.

Bluestone exists to address the tax and wealth transfer needs of those who fall through the gap that exists between ultra-high net worth and those that demand a level of service commensurate with their work ethic and achievement.