For individuals, we offer:

  • Tax preparation and planning
  • Multi-state and international taxation
  • Tax credit and AMT limitation planning
  • Tax planning for stock-based compensation
  • Residency planning
  • Self-employment income and reporting, and retirement planning for the self-employed
  • Accounting support, record-keeping and reporting for self-employed taxpayers
  • Compliance with foreign tax regulations
  • Real estate professional rules
  • Passive Activity Loss rules and grouping elections
  • Charitable contribution planning
  • Capital gain/loss planning
  • Complex Hedge Fund and Private Equity K-1 expertise

Specialties with trusts and estates:

  • Trust, gift and estate tax preparation and planning
  • Generation-Skipping Transfer Tax (GST)
  • Charitable Remainder or Charitable Lead Trust (CRT or CLT)
  • Grantor Retained Annuity Trust (GRAT)
  • Qualified Personal Residence Trust (QPRT)
  • Grantor trusts
  • Defective grantor trust
  • Qualified disability trusts
  • 65-day election
  • Date of death valuation of assets
  • Portability of the Estate Tax Exemption
  • Fiduciary accounting income
  • Election to Treat a Qualified Revocable Trust as Part of an Estate
  • Estate Tax Deduction for Income in Respect of a Decedent (IRD)

Ready to Get Started?

Every plan is unique, let’s set up a meeting to discuss what’s best for you.

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