We dive deep to understand your unique tax situation, and customize proactive, successful strategies and solutions.
Estate and Gift Tax
We assist with counseling clients that have complicated family situations, including charitable planning; along with preparing and filing estate and gift tax returns. Our estate tax consultants help with your asset protection and provide continuity for the surviving spouse and future generations with a deep knowledge of generation skipping tax, probate issues, compliance issues for estates and trusts, gift reporting, and related specialized areas involved in wills and estate planning. We assist with:
High Net Worth
We serve closely held businesses, public and private company executives, high net worth families, high-income professionals, plus athletes and entertainers. Our high net worth practice includes:
We help you successfully transfer your business interests to a new owner. We provide an in-depth analysis of your business and its needs, taking into consideration business valuation, business restructuring, tax consequences, and retirement and tax projections. We also project future ownership alternatives, which we integrate into a coherent plan for long-term success.
Our audit and assurance services help you get to know your business even better and on every level. We work with you to help you meet assurance demands. Our audits provide essential insights into the current state of your business and help you to envision and plan a stronger future for your organization.Learn More
Our consultants collaborate with you to develop and execute specialized solutions uniquely tailored to your unique situation,through our specialized consulting services, we help you optimize profitability and growth, improve workflow and processes, identify and implement technologies, manage risk and compliance, and more.Learn More
Our specialty-trained team of advisors work with clients to ensure success in various business needs, including Transaction Services, Corporate Finance, Client Accounting Advisory Services, and International Business Services. We work with you every step of the day to ensure your company is receiving and utilizing to best information and tools to achieve success.Learn More