Tax complexities are abundant for High-Net-Worth individuals and their families. The fluctuations in the tax code and estate tax rules only add to the challenges.
Our approach includes both your business and your personal tax activity to optimize your overall tax liability. We work closely with you, and your other independent advisors, to ensure your goals are achieved.
Our offerings include:
- Business succession planning
- Estate, gift, and trust planning
- Intergenerational wealth transfers
- Asset protection strategies
- Retirement Planning
- Document Review (Wills, Trusts)
- Philanthropic strategies (Foundations, Trusts)
- Legacy and elder care planning
- Divorce tax issues
- Tax Compliance
- Estate Tax Returns (Form 706) and related state filings
- Consistent Basis Reporting (Form 8971)
- Gift Tax Returns and adequate disclosure (Form 709)
- Fiduciary Income Tax Returns (Form 1041)
- Split Interest Trusts (Form 5227)
- Special elections related to trusts and estates
Tax planning becomes increasingly complex as you accumulate wealth and your investments become more sophisticated. Many of our clients are focused on succession planning, estate planning, wealth transfer, and tax law changes. This can be complicated by the emotions many feel around estate planning.
Our approach to client service when working with high-net-worth individuals combines both the business and personal aspects to maximize returns and minimize the tax implications. Estate planning is critical for preserving and transitioning the wealth you’ve worked hard to build. Constantly changing tax laws and economic circumstances add additional complexities to the process. We work with your legal and investment advisors to find the right solution for your individual situation.
Our team has vast experience. Some of the areas where we help:
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