Entertainment, Sports, and Media

Bespoke Financial Planning for Entertainers, Creators and Professional Athletes

MORE MONEY … MORE OPPORTUNITY

Whether on the court, in the studio, or on the big screen, all eyes are on you as you build a career leveraging your unique talents. The convergence of digital technologies is revolutionizing the way content is being created, distributed, and monetized. You need to work hard to stay at the forefront, seizing opportunity to put your name in the lights … and avoid risks that could undo all your hard work.

As your financial world gets more complicated, we are here to break it all down so you can make the important decisions without getting bogged down in the details. With trusted guidance, we’ll help you build a financial foundation that provides opportunities now and long into the future.

Unified Approach to Your Financial World

Now is the time to maximize the impact of your success. Our holistic approach is designed to align all the elements of your financial life under a single plan. Working closely with you entire team of advisors, we coordinate and optimize efforts so we are all focused on achieving your goals.

Business Management

Budgeting, Planning, and Cash Management

Bill Pay and Cash Flow Management
Budgeting and Projections
Expense Payment
Cash Flow Analysis
W-2 and 1099 Preparation
Payroll Administration
Entity Structuring
Coaching, Planning, and Tracking
Personal CFO Services

Specialty Consulting Services

Brand Licensing, Publishing, and Royalty Consulting

Licensing, Royalty, and Publishing Accounting and Deal Structuring
Royalty Audits
Specialty Tax and Incentives (IP, R&D, Capital Gains Tax, Transfer Pricing)
Digital Asset Accounting

Name, Image and Likeness (NIL) Planning

Financial Structuring of Contracts and Endorsement Deals
Tax Requirements
Loan Out Company Structuring
Attorney Liaison on Deal Points

Touring and Performing (including International)

Tour Budgeting, Planning, and Analysis
Tour Accounting
Payroll and Payouts
Currency Optimization
Insurance and Risk Management Planning
State, Local, and International Tax Planning
Financial Management of Vendors

Catalogue Consulting

Deal Structuring and Guidance (Leasing, Masters, Digital, etc.)
Selling and Tax Mitigation (Capital Gains)
Securitization of Catalogue

Film, TV, Streaming, and Media Production

Budgeting and Analysis
Payroll and 1099s
Production Accounting and Tax
Specialty Deduction and Credits

Tax Planning and Structuring

Individual Tax Compliance and Planning

Income Tax Preparation (including Estimates)
Multi-State Tax Compliance
Investment Income Reporting
Tax Credits and Deductions
Entity Structuring
Tax Strategies for Business Ownership
Review and Tax Strategies for Salaries, Winnings, and Performance Fees
International Tax Planning
Estate Tax Planning

IRS Representation

Tax Attorney Representation and Testimony
Offers-in-Compromise
Settlement Negotiation
Tax Controversy Support

Financial Lifestyle Design

Bespoke Family Office Solutions

Wealth Advisor Selection and Integration
Investment Analysis and Management
Estate, Trust, and Retirement Planning
Trust Will and Power of Attorney Reviews
Philanthropic Planning

Insurance Consulting and Risk Management

Risk Analysis and Insurance Assessment
Life, Disability, and Long-term Care Insurance Planning
Business Insurance

Major Asset Purchases and Experience Planning

Vehicles
Real Estate
Art and Luxury Goods
Concierge Network

Our Perspective, Your Benefit

See all Perspectives

Industry leaders ready to serve you

As you grow, you face complex risks and opportunities. Benefit from hands-on guidance focused on delivering top-to-bottom value for you and your organization.