Forgemark Tax Strategy Start a conversation

Keep more of what you build.

Tax strategy for business owners facing the biggest tax bill of their lives. Set before year-end, not measured after it.

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What we do

Tax strategy, all year.

Most people meet their tax bill after the year is over. We work on it before and during the year, while the decisions can still change the outcome.

Year-round strategy

A plan built around what moves your tax bill, reviewed and adjusted as the year unfolds.

Business owners

Entity, compensation and structure reviewed as your business changes, so you keep more of what it earns.

Real estate investors

Holdings structured with the tax side in view, from acquisition through the life of the property.

Before the big decision

The tax angle checked before you act, not discovered at filing.

How we work

Your tax picture, run like a business.

  1. DiscoveryBefore anything moves, we map the whole picture: returns, entities, property, and what you want all of it to do.
  2. Tax-Saving AssessmentThe strategies that fit you, with the numbers, presented plainly.
  3. Coordinated executionThe right specialist on each piece, working from one plan, with one name accountable for the whole.
  4. StewardshipA year-round rhythm with course corrections as your business and family evolve. The plan stays alive because someone tends it.

Every engagement is scoped to the client. Fees are quoted in writing before any work begins.

$12M+

in client tax savings across the Forgemark family — and counting.

Dustin Rippetoe

Tax Strategy

Dustin Rippetoe

Every day of his life has been attached to small business. He grew up in one, then built and sold two of his own. Today he helps real estate investors and business owners avoid the tax mistakes he made along the way.

Straight down the fairway: no gray-area strategies. MBA · CEPA.

Let’s talk about what’s next

Tell us what you’re working toward.

A few quick questions, and we’ll be in touch. No obligation.

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