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Individual Tax Services

Proper tax planning involves much more than just an annual meeting with a number-cruncher, which is why our services involve year-round communication and consultation. Our tax professionals keep their fingers on the pulse of the income, gift and estate tax laws affecting high income and high wealth individuals and families and we keep our clients apprised of how the ever-changing tax landscape affects them. Services include:

  • Personal income tax planning
  • Charitable giving planning
  • Estate, gift and trust tax returns
  • Estate and gift tax planning
  • Generation-skipping transfers (GST) tax planning
  • Wealth transfer planning through trusts and other estate tax planning techniques
  • Stock option and executive compensation planning
  • Tax liability projection planning
  • Tax controversies and offers in compromise, including representation before the Internal Revenue Service and state and local taxing authorities
  • Multi-year tax planning

  • Timely and accurate quarterly estimates, extensions and tax compliance

  • Required US reporting for foreign transactions

“I am proud to be paying taxes in the United States. The only thing is – I could be just as proud for half the money.”

- Arthur Godfrey, entertainer