Individual Tax Services

Safeguarding Your Financial Assets and Your Legacy

High net worth individuals and families want to preserve their wealth today while ensuring future generations have access to their legacy without burdensome restrictions. 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 a deep understanding of the many financial strategies your affairs require and can provide the right solutions to balance current needs with future dreams.

PRACTICE LEADERS

Windham Brannon has a large team of experienced professionals dedicated to assisting high net worth individuals and multi-generational families. As members of the Community Foundation for Greater Atlanta and the National Association of Estate Planners & Councils, we bring updated knowledge to every personal tax engagement.

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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An accurately prepared tax return is only on tangible piece of the entire tax planning process. We work year-round with high net worth individuals and families on tax-efficient strategies to prepare federal, multi-state and other municipality tax returns. We advise on entity structure for personal or family entities, private foundation and donor-advised fund planning, and charitable planning.

 

The federal estate tax exemption may have doubled through 2026, but that doesn’t mean that high net worth individuals and families should be idle. Georgia residents can still be affected by another state’s estate or inheritance taxes and planning for wealth transfers after 2026 is uncertain. Windham Brannon’s Estate and Gift Planning team can advise on various methods to transfer wealth and assets, including trusts, gifting strategies, retirement accounts, insurance, and more, and with a minimum of red tape.

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

Technological advances are reducing and even eliminating the traditional geographic borders that used to separate businesses and individuals. Now, it’s possible for a small business in Georgia to deal with international suppliers and buyers, and individuals are finding profitable careers abroad. Windham Brannon specializes in global tax planning, structuring, and consulting to ensure your business or personal objectives are met while complying with domestic and international tax laws.

When Tax Reform lowered the maximum state and local tax deduction to $10,000, Georgia responded by lowering the top income tax rate and doubling the standard deduction. Even so, high net worth taxpayers may need to perform additional SALT tax planning. Windham Brannon will work closely with you to help remove the complexity of SALT taxes, especially as they integrate with other tax strategies.

If you ever get a letter from the IRS, Tax Court, or state Department of Revenue, have peace of mind knowing you don’t have to represent yourself on your own. Windham Brannon has advised hundreds of clients over the years at every level of tax controversy, and our team is well-equipped to advocate for your best interests for the most favorable outcome possible.

The Tax Cuts and Jobs Act of 2017 was considered the most sweeping change to the Tax Code in decades. Businesses were left wondering how the new laws applied to them as the IRS struggled to release completed guidelines. Windham Brannon’s Tax Reform Resource Center guides you through the complexities of new tax laws and keeping you informed on best practices so that together, we can make the best decisions for your financial future.

Individuals who are owners or partners in qualified businesses may be able to take advantage of a valuable new deduction created from Tax Reform called the Qualified Business Income Deduction, or QBID. Also known as the pass-thru entity deduction, it provides for a maximum 20 percent deduction for qualified business income for applicable businesses. The calculation can become complex and even partners in business types that aren’t eligible may still qualify for a prorated deduction. Windham Brannon will analyze the full scenario and provide a workable solution to claim any part of the QBID deduction that is available.

Services

Especially since Tax Reform took effect, much has changed in the tax planning process, and high net worth individuals and families need trusted advisors to help them navigate the range of applicable tax law. Clients benefit from a hands-on approach and we value the 360-degree assessment we gain from asking thoughtful questions and listening to your concerns. Services start from basic compliance and can adapt all the way up to collaborative, strategic tax strategies.



 
 

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    September 20, 2019 Insights 2019