Tax Planning
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.
Services
Advise on Impact of New Law Changes
Choice of Entity Analysis & Maintenance
Transaction Analysis
Residency Tracking
State & Local Tax Nexus Analysis
International Tax
Tax Withholding Analysis
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