Tax Planning

Making the most for our clients starts with recognizing all the ways taxes can impact their financial outlook. Whether they’re focused on their retirement income, selling a business, or the best way to pass on their wealth to their heirs & favorite charities, understanding and efficiently managing any associated taxes is an important part of the process. Our tax planning capabilities are further supported by a dedicated team of attorneys & tax planning specialists. We regularly consult with our Advanced Planning Team for assistance with technical matters and for help creating tailored solutions for our clients’ most challenging situations. Our tax planning covers:

• Tax mitigation
  
• Tax return review
  
• Transaction tax analysis
  • Business transactions, recapitalizations, & dispositions
    
  • Disposition of equity compensation or concentrated positions
    
  • Roth conversions
    
  • Tax domicile changes
    
  • Net Unrealized Appreciation (NUA) distribution
    
• Tax Deferral Strategies
  
  • Qualified Opportunity Funds
    
  • 1031/721 (UPREIT) Exchanges Using Delaware Statutory Trusts (DSTs)
    
• Cash flow & Required Minimum Distribution (RMD) planning
  
• Charitable giving strategies
  
  • Bunching strategies
    
  • Appreciated securities
    
  • Qualified Charitable Distributions (QCDs)
    
  • Donor Advised Funds/Family Foundations
    
• Wealth transfer including trust, estate, and gift tax planning
  
• Legislative updates
  
• Asset location analysis