Meagan Weber, CPA, MBT
Personal Tax SAL
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 expert that can help you understand how your personal and business goals intersect. Gain a clear picture of your unique financial position so you can be a part of the discussion to shape your future. It’s time to take control with a higher level of personal tax expertise that will help you shape your short- and long-term financial goals.
Our personal tax advisers are experts in the field that can help you increase personal cash flow, fund a college education, or help you answer difficult questions. 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? Meeting your personal financial goals shouldn’t take away from what’s important to you right now. You’ll 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 our strategic relationships with estate attorneys, investment advisers, and family office firms to be 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
Cash Flow Analysis and Budgeting
Social Security Analysis
Passive Activity Losses (PAL)