High Net Worth Individuals

  • Tax Consulting, Planning and Compliance

  • Income Tax Consulting and Compliance, including Federal and State Taxes

  • Design and Implementation of Tax Minimization Strategies

  • Quarterly Estimated Tax Planning

  • Management and Representation for Tax Examinations

  • Real Estate Advisory and Compliance

  • Stock Diversification Planning, including Stock Option Exercise Planning for Executives and Founders

  • Retirement and Succession Planning

  • Trust and Estate Planning

  • Trust and Estate Planning Strategies

  • Development of Comprehensive Plans for Multi-Generational Wealth Preservation

  • Family Governance and Succession Issues

  • Estate, Gift and Fiduciary Income Tax Return Preparation

  • Estate, Gift and Generation Skipping Tax Compliance

  • Trust Accounting and Administration

  • Charitable and Philanthropic Planning and Tax Returns

  • Pre- and Post-Mortem Estate Administration

  • Representation and Support in Federal or State Audits

  • Work as a Collaborative Team of Decision Makers, Legal Counsel, Trust and Estate Counsel and Investment Counsel

  • Hedge Funds (Onshore and Offshore) / Private Equity Funds (Onshore and Offshore) / Fund of Funds

  • Consultation on Tax Related Matters including Onshore and Offshore Fund Structuring, Unrelated Business Taxable Income, ECI, etc.

  • Consultation on Tax Treatment of Various Securities

  • Tax Compliance Services including Preparation of Federal, State and Local Tax Returns and K-1s; US Withholding Taxes and Related Filings, Other Tax Reporting Obligations

  • Financial Statement Audits or Review

  • Preparation of Performance Reports for Investors

  • Internal Control Review

  • Consultation on Accounting Treatment for Specialized Investments, Reorganizations and Restructurings

  • International Services for Individuals

  • Foreign Tax Credit Analysis and Planning

  • Expatriate Tax Planning

  • Repatriation Planning and Loss Utilization

  • Global Income, Estate and Gift Tax Planning and Compliance

  • GILT & FDII Analysis and Planning

  • Subpart F Analysis and Planning

  • Passive Foreign Investment Company (PFIC) Analysis and Planning

  • Tax Treaty Interpretation and Planning

  • Philanthropy Expertise

  • Audits and tax filings

  • Gift planning and family charity management strategy

  • Donor Advised Funds

  • Tax related issues:

    • Private Foundation excise tax

    • Unrelated business income tax (“UBIT”)

    • Expenditure responsibility

    • Supporting organizations

    • Foundation administration, compliance monitoring and management consulting