High-net-worth individuals and families want to preserve their legacy and wealth today to ensure the access of future generations without burdensome restrictions. This means navigating complex tax structures, protecting your assets and transferring wealth to future generations and philanthropic causes. Windham Brannon’s high net worth tax professionals have a deep understanding of the financial strategies you need and the right solutions to balance your current needs with future dreams. Our highest priority is to proactively provide value-added income tax and estate tax planning advice, including the preparation of complex income tax returns for individuals, businesses, trusts, gifts and estates.
We work with high-net worth-individuals and their families on tax-efficient strategies to prepare federal, multi-state and other municipality tax returns. Our team also advises on estate and gift tax planning, including various methods to transfer wealth and assets like trusts, gifting strategies, retirement accounts, insurance and more.
We help you protect both domestic and foreign accounts and assets, consulting to ensure your business and personal wealth remain compliant with U.S. and international tax laws.
Sometimes high-net-worth taxpayers may require additional tax planning at the state and local tax (SALT) level. We work closely with you to remove the complexity of SALT taxes, especially as they integrate with your other tax strategies.
Our tax controversy professionals can represent you and your business for a wide range of tax issues. We have advised hundreds of clients at every level of tax controversy, and our team is well-equipped to advocate for the interests of our high net worth clients.
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