Overview
Preserving wealth across generations requires more than just filing a return. We provide holistic tax strategies that align with your long-term family goals.
Core Capabilities
High Net Worth Tax Prep
We specialize in complex returns involving investments, business income, and multi-state filings.
Estate & Trust Planning
We work with your attorney to structure estates and trusts that minimize tax and protect assets.
Gift Tax Strategy
We advise on annual gifting strategies to transfer wealth tax-efficiently to the next generation.
Retirement Distribution Planning
We plan the timing and method of retirement withdrawals to minimize tax impact.
Strategic Value
Investment Tax Strategy
We analyze the tax implications of your investment portfolio, helping you manage capital gains and maximize after-tax returns.
Real Estate Investment Tax
We advise on the tax benefits and reporting requirements of your personal real estate investments.
Charitable Giving Strategy
We maximize the tax benefits of your philanthropy through donor-advised funds and other vehicles.
Education Funding
We help you utilize tax-advantaged accounts like 529 plans to fund education for children and grandchildren.
Common Questions
Frequently Asked Questions
How do you help with investments?
We provide tax-efficient strategies for managing capital gains, losses, and diverse income streams to help preserve your wealth.
Can you help with estate planning?
We work with your attorney to structure your estate in a tax-efficient manner.
Ready to secure your family's financial future?
Let's discuss how we can help you preserve and grow your wealth.
Schedule a Consultation