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Private Client Services

 

World-class services for families and individuals.

Overview

TaxBud’s private client services begins with an understanding that each individual is exactly that – an individual. We do a lot of listening. Our goal is to provide a unique course of action to each client, with strategies tailored to that person or family’s specific needs and objectives.

TaxBud has accountants experienced in all aspects of estate, income, and gift taxation; trust tax compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. We have a wealth of professional resources dedicating to minimizing our client’s tax burdens, while maximizing compliance with local and international regulations. TaxBud also provides advice to closely-held partnerships and S corporations.

TaxBud provides a wide range of private client services:

  • Gift, Estate, and Trust Tax

  • Individual Income Tax

  • Family Offices Services

  • International Trust and Estate Tax

     

    Gift, Estate and Trust Tax Advisory and Compliance

    Long-term wealth preservation.

    TaxBud provides comprehensive tax planning strategies to preserve wealth for both current and future generations. Our multifaceted approach includes minimizing tax burden, protecting real assets, and identifying and implementing strategic transfer of personal and business interests.

    TaxBud professionals work closely and collaboratively with our clients’ existing advisors in order to develop the best course of action for their unique situation. We provide a comprehensive range of services, including:

  • Preparation of Federal Forms 706 and 709 and applicable state returns

  • Fiduciary income tax returns (Form 1041) and planning to minimize taxes

  • Foreign-trust reporting, planning, and compliance

  • Charitable-trust compliance and planning

  • Internal Revenue Service and State examinations

  • Wealth transfer planning

     

    Individual Income Tax Advisory and Compliance

    Comprehensive, personalized planning and advisory.

    Effective tax planning for high net-worth individuals requires both technical resources and in-depth knowledge of each client’s unique financial situation. It is not a once-a-year activity. Strategies must be maintained and reassessed, with consistent monitoring of changing financial positions and evolving tax regulations.

    Our methods are both immersive and holistic, factoring all sources of income with charitable interests and short- and long-term goals, both personal and professional. Everything is approached with awareness of the total tax and financial position. Services offered by our Individual Income Tax Advisory and Compliance team include:

  • Tax return preparation

  • Integration of income tax planning

  • Multistate tax issues

  • Identification of tax-efficient opportunities

  • Alternative minimum tax planning

  • Projections for tax liability planning

  • Representation and support in IRS or state tax audits

     

    Family Office Services

    Bringing together your family and ours.

    Family Office Services centralizes the management of financial affairs for high net-worth families and individuals. We provide the resources and global capabilities required for virtually any tax matter, the perspective gained from our years of accounting and advisory services, and a warm, collaborative approach to everything we do.

    We focus on tax, planning, and business interests, which allows our clients to focus on their entrepreneurial, creative, and philanthropic projects. TaxBud delivers a breadth of services to the Family Office, from consultation on a single endeavor to comprehensive involvement with all concerns.

  • Structuring affairs for risk management

  • Succession planning for closely held entities

  • Looking beyond the next generation

  • International and cross border concerns

  • Providing for a minor’s unique needs

     

    International Trust and Estate Advisory

    Resources for an increasingly complex world.

    The international marketplace presents both significant opportunities and challenges for individuals and families – and no two are alike. TaxBud provides an exceptional range of international tax professionals, ready to assist in a collaborative manner on cross-border issues, both common and unique.

    Our estate planning services work collaboratively with clients to identify and prioritize goals for the preservation and distribution of family wealth. We perform estate tax projections and liquidity analysis, and identify strategies to limit wealth transfer taxes. We have significant experience with business succession planning and structuring the acquisition of life insurance.

    Our International Tax Advisory team advises on foreign investments made by U.S. citizens, U.S. investments by foreign citizens, and tax planning on a variety of international tax issues:

  • Transfer planning

  • Investment structuring

  • Consulting

  • Compliance (including Forms 3520 and 3520-A related to foreign trusts and inheritances)

  • Due diligence

  • Indirect taxes

  • Cross-border tax planning (both inbound and outbound)