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Individual Tax and Wealth Planning

As an ultra-high-net-worth individual, you are presented with many opportunities in an increasingly global economy. However, you and your family will continue to face challenges ranging from increasing regulation to expanded calls for tax increases as federal, state, and local governments attempt to raise additional revenue.  Explore the myriad issues for effective long-term tax and wealth planning for ultra-high-net-worth individuals and families, as well as family offices.

Featured insights

  • Making the most of a gift horse
    Considerations to address now for wealth transfer opportunities available only in 2012.
  • Oil and gas tax and wealth planning considerations for landowners
    Read about specific income tax and estate tax planning considerations relevant to oil and gas mineral rights holders.
  • Tax rate outlook for high-income individuals
    Analyzing the prospects of Congress changing tax rates on earned income and income from capital gains and qualified dividends, particularly as they apply to more affluent individuals.

 

 

 

 

 

The 2014 Essential Tax and Wealth Planning Guide

The 2014 Essential Tax and Wealth Planning Guide

Dig Deeper

  • Business succession planning: Cultivating and enduring value
  • Mid-market perspectives: America’s economic engine – why entrepreneurs matter
  • Wealth planning
  • Post-mortem considerations

Our services

  • Estate, Gift, Trust, and Charitable Planning
  • Business Succession Planning
  • Income tax compliance and consulting

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