Tax Planning for High-Net-Worth Individuals
Every Individual with significant wealth should have year-round tax planning.
You get concierge service, the right explanation, and peace of mind!
Significant wealth brings significant complexity. As your Most Trusted Business Advisor we will guide you through the significant tax complexities. We work closely with high-net-worth corporate executives and entrepreneurs. We emphasize the need for proactive communication and year-round tax planning.
We collaborate with experienced wealth management teams. They help you with the day-to-day portfolio management, product sales, and long-term financial strategies. Together, we have a positive impact on the lives of our clients.
Deliverables include:
- No April 15th surprises
- Scheduled quarterly telephone calls
- Unlimited year-round telephone calls
- Quarterly updates to Tax Projection
- Tax law updates
- Tax planning recommendations
- Federal and State tax return preparation
Planning areas we focus on:
- Income
- Retirement
- Stock Compensation (ISOs, ESPPs, and NQSOs)
- Benefits
- Investments
- Estate and Gift
- Trusts
