Preserving your wealth
TAX ADVISORY SERVICES*
TAX ADVISORY SERVICES*
Our Tax Advisory Services (TAS) practice offers services for:
- Individuals & Families
- Executive Tax Planning & Prep Services**
- Trusts
- Gift Tax Returns
- Family LPs and LLCs
Income Tax Planning & Preparation
- Annual Tax Filings
- Individual Tax Filings
- Gift Tax Returns
- Trust & Fiduciary Returns
- Family LP & LLC Tax Filings
- 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
- Stock Option Planning
- Corporate Executive Separation
- Change of State Residency
- Family Wealth Structuring
- U.S Resident Foreign Nationals
- FBAR Compliance
*Tax services are offered through Charter Tax Advisory LLC.
**See our Corporate Executive Services (CES) page for details on the CES practice.
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. |