Individual Tax Services
Personal Tax Planning & Wealth Preservation
High achievers and affluent individuals face increasingly complex tax challenges. Our individual tax practice provides sophisticated planning strategies and personalized service to help you minimize tax liability, preserve wealth, and achieve your personal financial goals.
Comprehensive Tax Planning
Effective personal tax planning goes beyond annual compliance. We work with you to develop long-term strategies that consider:
- Income optimization and timing strategies
- Investment portfolio tax efficiency
- Retirement and deferred compensation planning
- Estate and gift tax planning
- State tax planning and residency issues
- Alternative minimum tax planning
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High-Net-Worth Individual Services
Affluent clients require specialized attention to complex tax issues:
Estate & Gift Tax Planning
Minimize transfer taxes while achieving family goals
Trust & Estate Administration
Tax-efficient management of trusts and estates
Family Office Support
Coordinated tax planning for multiple family entities
Charitable Giving Strategies
Maximize impact while optimizing tax benefits
Business Owner Planning
Integrate personal and business tax strategies
Investment & Asset Planning
Smart investment decisions consider tax implications:
- Capital gains and loss harvesting
- Real estate investment strategies
- Digital asset and cryptocurrency planning
- International investment compliance
- Qualified small business stock planning (taking into account new updates from the One Big Beautiful Bill)
- Opportunity Zones (taking into account new updates from the One Big Beautiful Bill)
Life Event Tax Planning
Major life changes create tax planning opportunities and obligations:
- Marriage & Divorce: Optimize filing strategies and asset transfers
- Career Changes: Navigate compensation packages and equity arrangements
- Retirement: Plan distributions and Social Security strategies
- Inheritance: Manage tax implications of inherited assets
- Relocation: Address multi-state tax issues and residency planning
Executive Compensation
Corporate executives face unique tax challenges:
- Stock option and restricted stock planning
- Deferred compensation strategies
- Post-employment benefit optimization
Multi-State Tax Issues
For clients with connections to multiple states:
- Residency planning and documentation
- Allocation of income across jurisdictions
- State-specific planning opportunities
International Reporting Compliance
U.S. persons with international connections must navigate complex reporting:
- Foreign Bank Account Report (FBAR) compliance
- FATCA reporting
- Passive Foreign Investment Company (PFIC) planning
- Foreign trust reporting and planning
Proactive Year-Round Service
Rather than waiting until tax season, we provide ongoing guidance:
- Quarterly tax planning
- Real-time advice on major financial decisions
- Coordination with your other advisors
- Regular strategy reviews and updates
Our individual tax practice combines technical expertise with personalized attention, ensuring you receive sophisticated strategies tailored to your unique circumstances and goals.
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