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Tax planning & preparation
We are one of the few firms with a dedicated in-house tax team that prepares returns and also can provide strategic tax planning. Our tax professionals are fully integrated into your broader financial planning team, working collaboratively to develop comprehensive strategies that minimize the impact of taxes on your wealth.
With a team that includes CPAs, CFPs, and IRS Enrolled Agents—bringing an average of 31 years of experience—we offer a personalized, year-round approach tailored to your unique needs.
Identifying tax savings opportunities
Tax decisions can significantly impact your wealth today and how much your heirs will receive in the future. Our professionals work to help ensure that you make the most of the tax planning opportunities that are available to you.
The benefits of in-house tax expertise
Your personal tax officer can advise on every facet of tax planning and compliance for individuals, trusts, estates, private foundations and partnerships.
Tax planning
- Mitigation strategies for individuals, trusts, estates, private foundations and partnerships
- Income tax projections
- Year-round planning for gift and charitable giving
Preparation and filing*
- Individual income tax returns
- Income tax returns for trusts and estates
- Gift tax returns
- Household employer filings
- Private foundation filings
- Family investment partnership returns
*An additional fee may apply
Personalized projections and proactive review
- Calculate tax projections and pay quarterly estimated taxes to increase accuracy and efficiency
- Identify ongoing opportunities to minimize tax liabilities
- Work throughout the year to maintain a favorable tax situation for you
- Keep you updated as tax laws change and your circumstances evolve
Guidance on estate and income tax strategies
Estate and gift taxes
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Annual exclusion gifts
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Gifts in trust
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Multi-generational dynasty trusts
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Estate freeze techniques
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Family limited partnerships and other asset structuring
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Specialized trust planning (GRAT, QPRT, SLAT, DING, etc.)
Capital gains taxes
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Qualified Small Business Stock (QSBS) planning
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Deferral strategies
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Tax-loss harvesting
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Long-term investing
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Maximizing charitable deductions
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Installment sales
Income taxes
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Stock options and executive compensation
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State residency
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Distribution strategies
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Roth conversions
Tax strategies for irrevocable trusts
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Income tax basis planning
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Mitigate state income taxes for non-grantor trusts
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Grantor trust planning
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Maximize GST tax exemption
Charitable tax strategies
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Charitable remainder trusts
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Charitable lead trusts
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Income tax bundling strategies
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Donor-advised funds and private foundations
Tax expertise embedded in your team
We offer advice through a tax lens and surround you with a team that has expertise across myriad tax concerns. Whether or not we prepare your income tax returns, your team will seek to know your situation and plan for ongoing tax strategies involving income, estate, gift and generation-skipping transfer taxes. We can also review and provide advice on your existing strategies to help maximize their benefit.
Related insights
Year-end 2025 planning: Key steps under the new tax law
The tax consequences of giving away the house
Saving for college: Tax-smart strategies to give the gift of education
