Successful individuals who are engaged in a variety of business and investment activities need to know that they are conducting those activities in a way that accomplishes their wealth accumulation goals. Comprehensive tax planning is a significant component of that strategy.
By definition, planning should start early. Whether you’re divesting real estate holdings or establishing trusts and other estate-planning vehicles, our tax team adds the most value when we are involved early in the decision-making process. Our tax team members, with an average of 25-plus years of experience, develop a thorough understanding of your business and personal goals, enabling us to create a personalized, integrated plan.
We also work in collaboration with your attorneys, investment advisors, insurance agents and other specialty consultants.
- Individual income tax planning for executives and their families
- Real estate holdings
- Retirement planning
- Alternative minimum tax (AMT) planning
- Family limited partnerships and trusts
- Charitable and philanthropic tax planning
- Estate and gift planning
- Stock options planning
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