Nik works with executives, small business owners, and family offices to game plan their journey to paying the least amount of tax allowable under the law. Nik also has experience in tax preparation, ensuring that the strategies he creates for clients are implemented correctly.
We deliver specialized counsel for capital, legacy, and charitable structures. Each practice is led with a coordinated lens: tax strategy, legal structure, and fiduciary design integrated from the start.
End-to-end S-4 registration drafting, Reg D/A+/CF structuring, and Pre-IPO founder tax modeling preserving QSBS exclusions.
Families building protection that spans generations. Coordinated funding strategies matched precisely to the family balance sheet.
Moving beyond DAFs. Flexible structures preserving family control, holding operating businesses, and maximizing deductions.
Convert a fully-taxable sale into a multi-year, tax-deferred income stream anchored in IRC §453 and decades of case law.
Navigating registration statements, lockups, QSBS planning, and personal wealth events surrounding a public offering.
Families building or refining layered irrevocable trust structures with operating businesses or concentrated positions.
Moving beyond DAFs and private foundations into charitable LLCs that combine philanthropic intent with continued control.
Needing coordinated tax planning, fractional CFO services, and interdisciplinary advisory team collaboration.
“Before working with Crowne Point, my and my corporate attorney never spoke. Nik’s team designed our pre-IPO trust architecture while simultaneously handling our QSBS modeling. The difference in having one quarterback for both tax and legal is immeasurable.”
Manhattan & Scarsdale
Short Hills & Ramsey
Federal Tax & Securities Advisory