Tax planning is essential to long term wealth preservation


Tax and Business Advisory Services

business advisory

tax services

Each client has a dedicated Tax Advisor assigned to look into tax and business planning advice. We provide advice on entity types, formation, equity and capital issues, entity changes, partnership structures and many other issues faced by business owners.

planning as if your business depended on it

For most of our entrepreneur clients, a large part of their wealth is held in their businesses. We approach tax and business planning strategically to provide clarity on priorities that help improve financial performance, manage growth, build compensation and incentive systems, mergers and acquisitions and business transitions. Our advice, services and support include:

  • Business Advisory Services

    • Entity Formation and Entity Changes

    • Partnership Structures

    • Capital and Funding

    • Equity Allocation

    • S-Election and Other Stockholder Beneficial Elections

    • Depreciation Including Section 179

    • Employee Benefits Design and Tax Deferred Vehicles

    • Claiming Business Credits

    • Maximizing Business Deductions

    • Business Acquisitions and Sale

    • Real Estate Purchase and Sale

    • Equipment Purchase and Sale

    • Key Employee Compensation

  • Tax Services

    • Federal Tax Return

    • State Tax Return

    • Sales Tax Return

    • Excise Tax Return

    • IRS Representation

    • Resolution of IRS Notices

  • Accounting

    • Financial Statements 

    • Payroll and Payroll Tax

    • Bank Reconciliation

    • Credit Card Reconciliation

    • Bookkeeping

    • QuickBooks Setup

    • QuickBooks Consulting

    • Contractor 1099 Vendor Management

Personal tax planning

There are several areas in which our dedicated Tax Advisor can assist our clients in maximizing wealth through personal tax planning


Planning for today with a view of tomorrow

Affluent individuals should pay close attention to tax policy developments, especially tax deduction and credit extensions, near term federal, state and local tax-law changes. Such changes present new challenges and opportunities for income tax planning. We carefully attend to long-term tax approaches that will keep your financial plan on course. Issues to address include:  

  • Income tax rates

  • Alternative Minimum Tax [AMT]

  • Health care taxes

  • Charitable contributions

  • Retirement savings and income

  • State income tax planning

  • Capital gains tax

  • The kiddie tax

  • Stock option planning

  • Passive gains and losses

  • Estimated taxes

  • Practical implications of private aircraft ownership

  • International assets, tax and treaties

  • Year round tax planning

  • Individual federal and state tax preparation and filing

Wealth transfer tax planning

Significant changes to the US transfer tax system that took effect a few years ago have created a new frontier for estate and gift tax planning. We share our wealth of knowledge on many facets of planning of passing on a legacy. 

building multi-generational wealth through legacy

Within wealth transfer there are many areas that need attention including the practical consideration regarding the wealth transfer implications of an affluent family here at home and across international borders. The issues to be considered include: 

  • Gift tax

  • Generation skipping transfer tax [GSTT]

  • Estate tax portability and state specific issues

  • Estate income tax return

  • A/B Trusts

  • Life Insurance Trust [LIT]

  • Irrevocable Life Insurance Trust [ILIT]

  • Grantor Retained Annuity Trust [GRAT]

  • Charitable Remainder Annuity Trust [CRAT]

  • Other living and testatamentary trusts

  • Family limited partnerships