High-Net-Worth Individuals & Family Office

Focused on Wealth Preservation

Income Tax Preparation:

Preparation of income tax returns for partnerships, corporations, trusts, foundations, gifts, and individuals, ensuring all family office entities and members are fully accounted for.

Quarterly Tax Estimates:

Accurate calculation and timely reporting of quarterly tax estimates for trusts and family members.

Documentation Management:

Expert handling of hedge fund and private equity K-1s, year-end tax estimate letters, and other critical tax-related documentation.

Multi-State Tax Compliance:

Specialized expertise in navigating complex multi-state tax filings and compliance requirements.

Foreign Investment Disclosures:

Proficient in foreign holding and investment disclosures for entities, trusts, and family members, meeting all regulatory requirements.

Tax Implication Analysis:

In-depth analysis of income and transfer tax consequences for a variety of investment and transactional scenarios.

Partnership Taxation Expertise:

Advanced knowledge in family limited partnerships and investment partnerships, including carried interest allocations and related tax strategies.

Trust Accounting:

Precise determination of trust accounting income versus principal, particularly for flow-through income from fund-of-funds investment partnerships owned by trusts.

Strategic Tax Planning:

Advisory on qualified small business stock strategies, integrated income, and transfer tax planning for optimal financial outcomes.

Unique Asset/Alternative Investment Tax Expertise:

Advanced handling of tax matters related to special assets, such as private jets, including tracking tax basis for partnerships and investments. Proficient in Section 754 step-up basis adjustments for specific interests.

Stock Options:

Advisory stock option (NSO, ISO and RSU) exercise planning for executives, founders and key employees

Real Estate Tax Advisory:

Comprehensive tax compliance and advisory services tailored to real estate investments.