As a business owner or a high net worth individual, you most likely do not spend enough time focused on your personal financial health. You require an expertย that can help you understand how your personalย and businessย goals intersect. Gain a clear picture of your unique financial position so you can be a part of the discussion to shape your future. Itโs time to take control with a higher level of personal tax expertise that will help you shapeย your short- and long-term financial goals.
Our personal tax advisersย are experts in the field that can help you increase personal cash flow, fund a college education, or help you answer difficult questions.ย How does my choice of residency impact my tax liability? How do I begin planning for a business transition? How can I provide a bright financial future for my family?ย Meeting your personal financial goals shouldn’t take away from whatโs important to you right now. Youโll have peace of mind knowing that your adviser has the details covered, so you can focus on your top priorities: your family and your business.
Effective planning requires seamless coordination between all of your trusted advisers. You can leverage ourย strategic relationships with estate attorneys, investment advisers, and family office firms to beย connected to the best resources as your financial position evolves. Your client manager will work directly with you and your advisers to develop the best course of action and monitor any changes that affect your tax position and financial goals.
Tax Planning and Preparation
IRS Representation
Retirement Planning
College Funding
Cash Flow Analysis and Budgeting
Insurance Analysis
Investment Analysis
Social Security Analysis
Passive Activity Losses (PAL)