High Net Worth Individuals

  • U.S. Tax Compliance and Tax Planning

  • Wealth Transfer Strategies

  • Resolution of Tax Controversy Issues (Including Personal Representation before Governmental Organizations)

  • Optimize Results and Identify Opportunities Missed by Predecessor Firms.

  • Business structures including Corporate, Flow Through and Trusts

  • Transition, Succession and Exit Strategies

  • Streamline Business Operations and Results

    • Accounting & CFO Advisory Services

Tax Strategies

  • Income Tax Consulting

  • Federal and State Tax preparation

  • Design and Implementation of Tax Minimization Strategies

  • Management and Representation in Tax Examinations

  • Real Estate Tax Compliance and Advisory Services

  • Investment Diversification Planning, including Stock Option Exercise Planning for Executives and Founders

  • Retirement and Succession Planning

  • Estate, Gift and Fiduciary Income Tax Return Preparation

  • Charitable and Philanthropic Planning and Tax Returns