Personal Tax
Expert guidance and attention to detail to ensure compliance and planning for high-net-worth individuals and entrepreneurs in managing financial wealth.
Tax Planning & Compliance
We believe that good tax planning is an essential part of wealth management. While staying compliant with tax laws and regulations, we give you the confidence to make informed financial decisions for you and your family. Our team of experienced professionals will work with you to develop a range of strategies to help you preserve your wealth, no matter what changes may come in tax policy.
Our Services include:
Qualified Small Business Stock (QSBS)
-
Planning for QSBS is an imperative for every founder and investor of early-stage companies. It provides for powerful, meaningful tax savings by being able to exclude $10 million of capital gain at time of a liquidity event. With the right planning, taxpayers can often exclude more than $10 million.
-
Our tax professionals work closely with our clients to maximize the benefits of QSBS which often involves trust planning and gifting of shares.
Residency/Domicile Advisory
-
Expertise in establishing domicile in a new jurisdiction ahead of a liquidity event while managing your ideal physical footprint.
-
Not being mindful of statutory residency regulations can be very costly. We can help you manage your movements across state and international lines.
Stock Planning
-
Don't let stock options, restricted stock grants, or employee stock purchase plans catch you off guard - our planning strategies will ensure you're always one step ahead.
-
Our team is experts at navigating internal tender offers and early exercise, and we'll guide you through the process of making section 83(b) elections.
-
Let us take the stress out of estimated tax payment rules and capital gains versus ordinary income - we'll make sure you're always in compliance.
-
The alternative minimum tax (AMT) can be a headache, but not for our clients. We'll help you handle AMT crossover, time your state tax payments, and make the most of your AMT credits.
Estate, Trust, and Gift Planning
-
We understand that dealing with changes in tax laws and making sure your wishes are accurately reflected in your estate and gift plans can be overwhelming. Let us help you review your plans and properly plan for estate and inheritance taxes.
Tax Controversy
-
IRS audits can be stressful and disruptive to your daily life. Our tax controversy team is here to help you minimize the risk of an audit and navigate tax law to resolve any known controversies or reduce future risk.
Philanthropy
-
We want to help your philanthropic gifts make the greatest impact. Our philanthropy specialists will assist you in understanding when and if a tax deduction is allowed and how to maximize the benefit of your gifts.
Insurance and Risk Management
-
It's important to protect your family's well-being and assets from potential risks. Our team can help you find the right-sized products and solutions, such as asset ownership, to go beyond standard insurance coverage.
Our Services
