Entertainment & Creative Professionals: How We Help

• Big years followed by quiet ones. Creative careers rarely pay on a steady schedule. We help you build a cash reserve and spending plan that carries you through slow stretches, so a quiet season never forces a hard decision.

• Residuals and royalties that arrive unpredictably. Checks come in uneven amounts at irregular times. We help you organize that income, set aside what’s needed for taxes, and put the rest to work with purpose instead of letting it sit idle.

• Loan-out corporations and retirement planning. Many performers and creators work through their own company. We help you understand the retirement plan options that may be available through it and how they fit your long-term goals, working alongside your CPA and business manager to put the right structure in place.

• Working across state lines. Filming, touring and on-location work can create tax obligations in more than one state. We keep your investment and cash planning aligned with what your CPA needs to handle it correctly.

• The breakout year. A major contract, deal or sale can change your financial picture overnight. We help you think through what to do with a windfall, including setting aside for taxes, protecting it, and investing it for the long run, in close coordination with your tax professionals.

• Discretion and privacy. Your finances are your business. We keep a small, private client relationship, never discuss clients publicly, and work quietly alongside your existing team of managers, agents, attorneys and accountants.