Wealth Services

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.