Personal Tax Planning

Personal income taxes could well be one of your largest annual costs. And because most of the financial decisions you make have an impact on your taxes, having a solid strategy is all the more important—after all, effective tax management is the cornerstone for managing your wealth.

We can help you explore your tax-saving opportunities and develop your tax strategy. Drawing on multidisciplinary expertise, we provide you with customized guidance to fit your situation so that your tax strategy works in concert with other components of your financial framework and lifestyle.

For business owners and executives, we also help you evaluate the tax consequences of your business and personal decisions, providing integrated guidance to retain more of your hard-earned wealth.

Solutions we offer include:

• Estate tax, charitable giving, and philanthropy
• Income tax
• Stock option planning