WE SPEAK YOUR LANGUAGE

Individual and High Net Worth Tax

Focused on the Legacy of Your Wealth

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.

High Net Worth

High Net Worth

Family Office

Family Office

Domestic and Foreign Individuals

Domestic & Foreign Individuals

HOW WE HELP YOU

Income, Estate and Gift Tax Planning

Income, Estate and Gift Tax Planning

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.

International Tax

International Tax

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.

State and Local Tax (SALT)

State and Local Tax

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.

Tax Controversy

Tax Controversy

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.

OUR ADVISORS

Courtnay Bazemore

Principal, Tax

Barbara M. Coats

Principal, Tax

WB IN ACTION