Preserving your wealth

Our Tax Advisory Services (TAS) practice offers services for:

  • Individuals & Families
  • Trusts
  • Private Foundations
  • Gift Tax Returns
  • Family LPs and LLCs 
  • Alternative Investment Funds

Income Tax Planning & Preparation

  • Annual Tax Filings
    • Individual Tax Filings
    • Gift Tax Returns
    • Trust & Fiduciary Returns
    • Family LP & LLC Tax Filings
    • PE, VC & Hedge Funds
      • Planning and Tax Return Filings; K-1 Prep and Distribution; Partner/Investor Tax Communications
  • Annual Tax Planning
    • Tax Analyses and Projections
  • Quarterly Tax Payments
  • 1099 Preparation

Tax Strategies & Structuring

  • Gifting & Wealth Transfer Strategies
  • Liquidity Event Planning
  • Philanthropic Advisory
  • Business & Family Entity Formation
  • Sale of Private Business
  • Corporate Executive Separation
  • Change of State Residency
  • Family Wealth Structuring
  • PE & VC Deal Advisory

U.S Resident Foreign Nationals

  • FBAR Compliance
  • Planning for U.S. non-citizens
  • Tax Treaty Compliance & Planning

*Tax services are offered through Charter Tax Advisory LLC.

Navigating the tax code can be very complex. Our advisors can assist you in meeting the on-going challenges of the various filing requirements while providing solutions and strategies designed to preserve more of your income and wealth.


Tax Update