You've worked hard to build wealth. We help you keep more of it.

We’re thinking about tax planning 365 days a year because successful tax planning is not a once a year event. It is often a complex, continuous and dynamic process. Just as your financial plan is unique to you, so is planning for your taxes. We help you keep more of what you earn, optimize the value of your investments and charitable gifts, and recommend strategies that are aligned with your financial plan.

Tax Planning Specialists

No tax demand is too unique.

In addition to our dedicated team of CPAs, Enrolled Agents, and tax professionals, many of our wealth advisors and business managers are CPAs, attorneys, or have advanced tax degrees. Our clients have distinct needs that often require specialized tax planning and advice. For instance, we help executives understand when and how to exercise stock options and other equity incentives, provide pre-liquidity tax planning for business owners who are selling a business, consider multi-state and international tax issues that arise for our entertainment and athlete clients, and help to optimize charitable gifts and wealth transfers to future generations for many of our clients.

Whatever your situation, we have the expertise to provide the specialized advice you require.

Businesses and Non-Profits

Proactive, year-round planning to help minimize tax burdens.

Our tax professionals work proactively year-round with business and non-profit organizations identifying key tax planning opportunities that help minimize taxes today and in the future. We provide tax planning and return preparation, domestic and international tax planning, local and multi-state tax compliance, and IRS and state audit representation.

Tax Planning Insights

Webinar Recording – Caution: Tax Changes Ahead

The Biden Administration has proposed sweeping changes to the tax code that could affect your taxes in many areas, including personal income, employment, estate, gift, and corporate taxes. With...

Yet Another Hazard to Avoid: Unexpected State Taxes

As appeared in Financial Advisor Magazine. While the year 2020 will be remembered primarily for the Covid-19 pandemic, social and racial injustices, and political division, it also will be...

What You Need to Know About the Latest COVID-19 Relief Bill

Last week, Congress passed a $900 billion relief bill called The Consolidated Appropriations Act, 2021 (the Act).  The legislation was signed into law by the President on Sunday, December...

Making a Gift This Year? Some Key Questions to Consider

As Appeared in Kiplinger. With any potential change in administration, wealth creation and preservation are hot topics of conversation. But this year, there’s one in particular that’s top of...

Have a unique tax-related question?

Our team is ready to discuss any tax planning need, simple or complex.