Areas of Practice
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Our individual tax practice serves executives, founders, investment professionals, family offices, and high-net-worth individuals with sophisticated tax matters. We provide coordinated tax compliance and year-round planning tailored to each client’s financial circumstances.
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We advise hedge funds, private equity and venture capital firms, management companies, general partners, and fund principals on sophisticated tax compliance and planning. Our coordinated approach addresses fund structures, partnership allocations, carried interest, state and local taxes, investor reporting, and the individual tax matters of founders and investment professionals.
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We advise founders, entrepreneurs, and owners of closely held businesses on tax compliance, entity structuring, owner compensation, succession planning, and significant transactions. Our coordinated approach considers both the needs of the business and the personal tax consequences for its owners.
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We advise high-net-worth families, trustees, executors, and beneficiaries on estate, trust, and gift tax compliance and planning. Our work includes fiduciary income tax returns, estate and gift tax filings, wealth-transfer planning, trust taxation, and coordination with attorneys, family offices, and investment advisers.
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We provide coordinated tax planning and compliance for family offices, ultra-high-net-worth families, trusts, investment partnerships, private foundations, and closely held businesses. Our integrated approach helps family offices manage interconnected tax matters across individuals, investments, charitable activities, and multiple generations.
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We advise private foundations and other charitable organizations on specialized tax compliance and planning. Our services include Forms 990 and 990-PF, excise tax planning, estimated tax requirements, charitable distributions, self-dealing considerations, and coordination with foundation managers, trustees, attorneys, and investment advisers.