Having a higher net worth requires a different approach to tax planning. At Accurate Family Office, tax planning is a year-round conversation as income and gains are recognized, transactions contemplated and tax laws changed. Planning for investment income is essential and made easier because our integrated team of investment and tax professionals work together toward creative strategies to help ensure your tax liabilities do not diminish the value of your investment earnings in the long term. We also help by advising on optimal ways to structure your entities in order to minimize your overall tax liability.
Advise on Impact of New Law Changes
Choice of Entity Analysis & Maintenance
State & Local Tax Nexus Analysis
Tax Withholding Analysis
Let’s get in touch!
If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!
Please complete the form on this page and our team will contact you.