Brian Hartstein

Brian Hartstein is a Partner and Director of Corporate Development at Bayntree Wealth Advisors, with 3 decades of experience in financial and tax strategy. He has expertise in tax planning, helping successful business owners utilize their pre-tax dollar as effectively as possible, retirement plan design, pension/401k Plans, and multiple entity structuring for business owners and their advisors, Control and Affiliated Service Group rules, and other corporate and individual tax strategies. Brian works extensively with CPAs, EAs, tax professionals, attorneys, and others to deliver integrated solutions that maximize tax efficiency, improve retirement outcomes, and support succession and exit planning. His specialties include advanced tax strategies for privately held businesses, 401(k) and ...