Income Tax Planning
Integrate tax planning with all of your financial objective
Tax considerations affect virtually every financial decision your family makes. For that reason, at PersonalCFO, tax planning is a year round conversation as income and gains are recognized, transactions contemplated and tax laws changed. Planning for investment income is essential and made easier because our integrated team of investment and tax professionals work together toward creative strategies to help ensure your tax liabilities do not diminish the value of your investment earnings in the long term. We also help by advising on optimal ways to structure your entities in order to minimize your overall tax liability
Services
- Advise on Impact of New Law Changes
- Transaction Analysis
- We have extensive experience in income tax planning
- Develop strategies to minimize your total tax burden.
- Make tax-sensitive financial decisions.
- Provide alternative financial structures to deliver tax advantages.
Return Filling
PersonalCFO utilizes the most innovative technology available for tax preparation and research to maximize efficiency and accuracy. Our seasoned team is versed in all the complexities facing ultra-high net worth families. Our approach is designed to create a smooth compliance process, adhering to best practices around communication and deadlines.
Services
- Tax Returns
- Estimated Tax Projections
- Tax Basis Maintenance
- Tax Controversy Resolution
- Refunds
