TAX PLANNING

Strategic tax planning, in all phases of an individual's life, is vital in building personal wealth. We continuously work with our clients’ accountants and investment managers to insure that they are provided with the most up-to-date information.

AUDIT REPRESENTATION
AND CORRESPONDENCE

We provide all pertinent information that we have available, in a timely fashion, should questions arise about your taxes. Correspondence with federal, state and local authorities is addressed immediately and, where necessary, in coordination with your accountant and other advisors.