| You work today to provide yourself and your family a secure financial position so that you may live comfortable now and in the future. Whether you are a family group or a high net worth individual, our team of professionals can guide you through the countless obstacles to financial planning: new and changing tax laws, volatile economic conditions and business succession issues.
Strategic income tax planning and consulting
- Preparation of annual and quarterly federal and state tax returns
- Year-round strategic income tax planning with the goal of minimizing your total tax liability
- Strategic tax planning for all types of investments and transactions, including securities, real estate, stock options (both incentive and nonqualified), and sales of significant assets (including businesses)
- Minimizing effective tax rates and maximizing the benefit from deductions
- Consultations regarding retirement plans, asset allocation and long-term planning
Estates and trusts
- Estate planning to achieve your personal and financial objectives of tax minimization, retention of control and preservation of family wealth
- Advise and assist in the development of strategies, which may facilitate:
- Lifetime giving
- Installment sales
- Generation-skipping planning
Record keeping and transaction analysis
- Household payroll/employees
- Tracking cost basis of investments
- Maximizing benefits of deductions
- Cash flow management
Financial planning and tax advisory services
- Wide range of life insurance options, including multi-employer plans and an analysis of your current insurance holdings and needs
- Insurance trusts and wrap insurance
- Tax examination representation before IRS and state/local authorities
- Retirement planning
For more information about Weintraub & Associates, LLP family wealth planning services, contact Partner in Charge Howard Weintraub at 914-761-4773. |
