Individual Tax Services

Safeguarding Your Financial Assets and Your Legacy

Financial circumstances have become increasingly more complicated – new tax structures to navigate, how best to protect your assets, how to navigate decisions on transfer of wealth to future generations, and philanthropic causes. We have the deep understanding of the many financial strategies your affairs require and can provide the right solutions.

 

Provide tax-efficient strategies and prepare federal, multi-state and other municipality tax returns. We advise on entity structure, private foundation and donor advised fund planning, and charitable planning.

Deliver personalized trust and estate planning to securely transfer assets from one generation to next, including retirement planning, gifting, and strategies to reduce tax burdens for you and your beneficiaries.

Offer individuals and families global tax planning, structuring and consulting to ensure you stay compliant with today’s world of complex international taxation.

Provide guidance and representation in situations of an IRS or state examination.

Services

Our team collaborates with you and your key advisors to manage both personal and business financial, estate-planning and philanthropic needs.



 

PRACTICE LEADERS

Windham Brannon has a large team of experienced professionals dedicated to assisting high net worth individuals and multi-generational families.

Courtnay Bazemore
Principal, Tax

Phone: 678-510-2871

cbazemore@windhambrannon.com

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Barbara Coats
Principal, Tax

Phone: 678-510-2724

bcoats@windhambrannon.com

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