Income Tax and Trust and Estate Planning

It is critical that tax planning, particularly for high net worth individuals, is proactive. At Perelson Weiner we frequently reevaluate our clients planning needs, taking into account the impact of legislation, the business environment and personal life events. This process allows financial consequences to be planned, surprises mitigated and opportunities translated into the preservation of wealth.

Our highly experienced professionals are well versed in achieving the goals of domestic and international individual and corporate clients with complex foreign and multistate tax matters. The range of topics on which our clients seek our counsel include, among others: cost effective charitable giving, offshore and domestic funds, gifting, tax examinations, succession planning, mergers and acquisitions and divestitures.

We are well prepared to handle all related tax, trust and estate concerns whether a transactional, compliance or general planning issue. If you are a closely held business, a high net worth individual, a nonprofit organization, family office, foundation, investment partnership or hedge fund, we are able to provide specialized guidance.

Perelson Weiner does not provide asset management or insurance products nor accept any referral fees from those that do, so as to avoid any potential conflict of interest regarding our services.