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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.

More Featured insights

  • Making the most of a gift horse
    Considerations to address now for wealth transfer opportunities available only in 2012.
  • Planning for 2013: Income tax considerations to address now
    A Deloitte Insights video featuring planning considerations amidst uncertainty over 2013 individual tax rates.
  • The 2012 essential tax and wealth planning guide
    A year-round resource for managing in uncertain times.
  • 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.

 

 

 

 

 

More Dig deeper

  • Tax controversies and the family office
  • Wealth planning
  • State and local taxes for high-net-worth individuals

Our services

  • Integrated tax and wealth planning services
  • Tax services for growing enterprises
  • Estate, gift, trust and charitable planning
  • Business succession planning
  • Family office services
  • Income tax compliance and consulting

Learn more

  • Private companies dbriefs webcasts
  • Deloitte Growth Enterprise Services

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