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Individual Tax Planning

Big Picture View, Bottom-Line Impact

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 that achieves your goals.

We also work alongside your attorneys, investment advisers, insurance agents, and other specialty consultants to help achieve your financial goals and provide you peace of mind that all your financial bases are covered.

Our individual tax services include:

  • Individual income tax planning for executives and their families
  • Real estate holdings
  • 1031 like-kind exchanges
  • Retirement planning
  • Alternative minimum tax (AMT) consulting
  • Family limited partnerships and trusts
  • Charitable and philanthropic tax planning
  • Estate and gift tax planning
  • Business tax strategies
  • State & local taxation
  • Individual tax planning
  • Accounting & review
  • Business advisory services
  • Small companies & emerging businesses

Trade Union Expertise

Whether it’s conducting a review, preparing financial statements or annual reports, or even investigating fraud and abuse, our team of accountants have the wealth of financial and operational services experience you need. Learn More >>

Company History

We are a full-service certified public accounting and business advisory firm with 40 years of experience serving high-net-worth individuals, established businesses, and entrepreneurs in a wide range of industries.