Private Client Services

There's no shortage of complexity when it comes to managing a large estate, portfolio or operating a closely held business. Knowing you helps us simplify your business and estate tax planning with a suite of services designed to meet you where you are and get you to where you want to be. We use our understanding of your unique circumstances and the environment you operate in to streamline administrative functions and protect your resources. The tailored strategies we develop are designed to provide you with the most valuable thing of all: more time to focus on what you love to do.

Estate Planning

Our tax experts help you minimize the state and federal taxes that threaten to erode your family wealth. Learn more»

Family Business Services

The consulting services we provide help you address the complexities involved in operating a family-owned business. Learn more»

Family Office Services

You receive partner-level involvement from our family office professionals, who assist with a range of solutions including income and gift tax planning, bill payment, stock-option consulting and retirement planning. Learn more»

Marital Dissolutions Services

We analyze your marital estate and helps negotiate a fair settlement during divorce proceedings. We assist your legal team in preparing court documents including financial affidavits. Learn more»

Insights

ASC 842: The Key to Optimizing Your Lease Portfolio and Weathering a Potential Recession

The past year has been challenging for many organizations, as the economic downturn brought high inflation, rising interest rates and market volatility. However, the implementation of ASC 842 may provide a silver lining amidst the uncertainty. By enabling companies to optimize their lease portfolio, ASC 842 can help executives make more informed resource allocation decisions and see significant cost savings.

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ASU 2023-02 Expands Applicability of Guidance on Investments in Tax Credit Structures

On March 29, 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) No. 2023-02.

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Mark Your Calendars: Pillar Two Compliance is Around the Corner

As a CFO, you are likely already aware of Pillar Two and the significant global tax changes it brings. However, it is imperative to understand this is one of the most fundamental changes United States multinational entities have seen in years.

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Presidential Election and Coronavirus-Ravaged Economy Provide Impetus to Review Estate Plans

Estate planning may be particularly important this fall.

An Important Estate and Gift Tax Planning Question Answered

The IRS announced recently that enhanced estate and gift tax planning opportunities will not be clawed back once the provisions expire.

Tax Planning in 2020: Tax Rates and Inflation-Adjusted Figures

The IRS and the Social Security Administration have released 2020 inflation-adjusted figures for more than 50 tax provisions.

Get A Jump-Start on Planning for Your 2019 Tax Bill

While the 2018 tax filing season has come and gone, it is never too soon to start thinking about filing for next year’s taxes.

IRS Announces New Comprehensive Withholding Estimator

After a tax season with some unwelcome withholding tax surprises, the IRS created a new tool to help. Taxpayers can use the Tax Withholding Estimator to complete their Form W-4 so that they get the desired income tax withholding outcome: a refund or a zero balance. But the new tool is only as good as the information supplied.

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Key Contact

Steve Henley

[email protected] (770) 858-4443

Private Client Services