Wealth Advisory

Income Tax Planning and Compliance

 

Managing family finances to effectively reduce your tax burden requires strategic planning and an intimate familiarity with complex and frequently changing tax laws and regulations. We collaborate with our clients’ attorneys and financial advisors to create a cohesive plan that integrates all aspects of their wealth. We proactively monitor and reassess strategies to help identify critical adjustments so our clients have an advantage in mitigating their tax liabilities.

Strategies to Reduce Your Tax Burden

Your tax planning strategies should be as individualized as the ways you’ve accumulated your wealth. Through a comprehensive, customized approach, our wealth advisory professionals help you develop financial strategies surrounding income tax planning and compliance. We can also provide recommendations to highly regarded professional investment, legal, and insurance advisors in the community as needed.

Our services include:
  • Reviewing income tax projects on an ongoing basis throughout the year
  • Analyzing your portfolio and making recommendations related to future tax liabilities
  • Coordinating and collaborating with your investment advisors to provide personalized advice
  • Advising on the tax implications of stock option alternatives and executive compensation arrangements
  • Assessing alternative methods for charitable giving commitments and arrangements

Talk with Our Service Area Lead

Connect with Jeff Watkins to discuss your income tax planning and compliance options.

Contact Jeff »

Wealth Advisory Planning: Six Tips from the High Net Worth Experts

Jeff Belair

Getting the right team around the table to collaborate and design a cohesive, forward-thinking strategic wealth management plan for high net worth (HNW) families is imperative and sometimes a challenge. Many wealthy individuals have built their wealth through being their own experts. Successful planning, implementation, and follow through of a wealth advisory strategy require knowledge, experience, and the right character to instill confidence in clients. These strategies provide comfort to individuals who can be confident their and their families’ goals will be achieved and risk and cost will be managed.  Read more »