Private Client Services

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

Calculation of quarterly tax estimates for trusts and family members.

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

Expertise in multi-state tax filings and compliance.

Specialized knowledge in foreign holding and investment disclosures required for entities, trusts, and family members.

Analysis of income and transfer tax implications for various investment and transactional scenarios.

Proficiency in family limited partnerships and investment partnerships with carried interest allocations.

Determination of trust accounting income versus principal related to flow-through income from fund-of-funds investment partnerships owned by trusts.

Strategic advisory on qualified small business stock and integrated income and transfer tax planning.

Advanced expertise in handling special assets, such as private jets, and their related tax treatment. Assistance with tracking tax basis for partnerships and other investments, including Section 754 step-up basis adjustments for specific interests.

Representation and guidance during federal and state income tax examinations and inquiries.

Investment Diversification Planning: Including stock option exercise planning for executives and founders

Retirement and Succession Planning

Real Estate Tax Compliance and Advisory Services

Comprehensive evaluation and optimization of foreign tax credits to minimize double taxation and enhance tax efficiency. Expatriate Tax Planning

Tailored tax strategies for U.S. citizens and residents working abroad, ensuring compliance while maximizing benefits. Global Income, Estate, and Gift Tax Planning and Compliance

Integrated solutions for managing cross-border income, transfer tax obligations, and compliance for multinational families and businesses.

Strategic planning to optimize tax outcomes under these U.S. international tax provisions (GILTI & FDAP).

Guidance on minimizing exposure to Subpart F income while ensuring compliance with U.S. tax laws.

Analysis of PFIC implications and strategies to mitigate adverse tax consequences.

Leveraging tax treaties to reduce withholding taxes, avoid double taxation, and optimize cross-border tax efficiency.

Expert guidance on specialized issues such as onshore and offshore fund structuring, unrelated business taxable income (UBTI), effectively connected income (ECI), and other complex tax considerations.

Guidance on structuring and dissolving entities to align with business goals and tax efficiency.

Expertise in structuring acquisitions, mergers, and other transactions to optimize financial and tax outcomes.

Development and review of agreements to ensure favorable terms and alignment with long-term objectives.

Tailored strategies to minimize tax liabilities and maximize financial benefits.

Navigating the complexities of multi-state tax compliance and planning to ensure efficiency.

Designing strategies to ensure smooth ownership transitions and preserve wealth across generations.

Providing financial leadership, including budgeting, forecasting, and financial strategy for businesses.

Comprehensive management of payroll, ensuring compliance with tax and regulatory requirements.

Preparation and analysis of financial statements to provide insights for decision-making and compliance.

We provide peace of mind by ensuring your tax filings are up to date, giving you the freedom to focus on your future endeavors.

Assistance with back taxes, penalties, and interest.

Reviewing prior-year tax returns to ensure accuracy and identify missed opportunities.

Filing amended returns, if necessary, to claim refunds or resolve inaccuracies.

Ongoing tax advice and support to address any tax-related questions throughout the year.