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Tax Planning Services

Tax Planning

For most clients, taxes reduce income by between 30-50% – or more.  Therefore, planning for taxes – and, moreorver, optimizing your finances for tax purposes –is a critical part of planning for success.  

We have 19 years of experience working with professionals, including those with cross border situations and equity compensation.  

Integrated Tax Planning

·       Given our background in income tax preparation, all our advice is filtered through the lens of tax efficiency.

·       All clients receive a tax projection as part of the Year End Financial Planning Meeting, as a way of guiding decisions to make them as tax-efficient as possible.

·       In addition, we frequently consider multiple facets of tax planning, which other financial advisors may not be equipped to understand:

·       Tax planning over multiple years to ensure lifetime optimization​

·       Trade offs between planning for income tax vs. gift and estate tax


Advanced Tax Planning for Clients with Corporate Equity Compensation

·       Build out a tracking model, covering: vesting dates, options expiration dates, cost bases of previously exercised shares, etc.

·       Model alternate scenarios to optimize exercise and sale decisions around cash flow needs, long-term goals and tax minimization


Advanced Tax Planning for Clients in Cross-Border Situations

  •  Analyzing and optimizing tax residency

  • Tracking assets in and income from multiple countries

  • Analyzing foreign tax liabilities and planning opportunities

  • Coordination with foreign tax professionals to mitigate any double taxation

  • Optimizing taxes on US side by strategic use of Foreign Earned Income and Housing Exclusions, Foreign Tax Credits, and/or Income Tax Treaties


Advanced Planning for Trust, Gift and Estate Taxation

  • Comprehensive tax planning frequently requires consideration beyond the individual client.  Based on your individual circumstances, we may need to consider inter-generational gift or estate tax implications.

  • Alternately, we may recommend the use of a Trust, and can advise on the income and estate tax implications of different types of Trusts.

  • As part of this planning, we can also offer advanced guidance on the proper selection of assets to donate for charitable purposes, as well as the most tax-efficient vehicle that aligns with your goals and cash flow needs, such as a Donor Advised Fund, a Charitable Remainder or Lead Trust, or even a Private Foundation.  

Are You Ready to Take the First Step?

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