Personal

Tax considerations are behind nearly every major personal financial decision. The tax code can impact your investment choices, retirement planning strategies, estate planning considerations, and much more. To put it simply, taxes have a significant impact on your family’s financial situation today and into the future.

You can count on our team to take the time to listen and learn about your current financial goals and your long-term objectives. Rather than simply preparing your tax return, we advise you on strategies to manage your financial goals and increase your wealth.

We provide a complete range of services, including:

  • Tax planning and compliance
  • Tax controversy representation
  • Personal financial planning
  • Retirement planning
  • Education funding guidance
  • Preparation of personal financial statements
  • Estate, gift, and trust strategies
  • Philanthropic strategies
  • Asset protection
  • Estate administration

If you’re a business owner or executive, we can also provide guidance on interconnected corporate and personal tax matters.

Blog

Moving Overseas? Three Tax Tips for U.S. Expatriates

Emigration tax is a tax on expatriates, or those who ceases to be a tax resident in that country.... more
December 12, 2017
  • By:
  • Aronson
Blog

5 Tips That Will Make Tax Filing Easier For You and Your Accountant

The 2018 tax season is quickly approaching. There are many ways taxpayers can start to prepare now... more
December 15, 2017
Blog

Post-2018 Alimony Modifications

The last month of this year will be an interesting time to be practicing family law, due to the... more
Blog

Simplified Form 1040SR Proposed for Seniors

For years Form 1040EZ and Form 1040A have been available to individuals as a simpler and more... more
October 29, 2018
Blog

Wayfair’s Impact on Multistate Income Taxes

States have acted quickly in response to the U.S. Supreme Court’s decision in South Dakota v.... more
Blog

Are You on the Road Again? Find Out How Many of Those Miles You Can Deduct

There are many details business owners need to consider when it comes to vehicle deductions, which... more
Blog

Is this a IRS Scammer? Check for Yourself.

Each year, many taxpayers receive IRS scammer calls from individuals purporting to be IRS agents,... more
Blog

Cryptocurrency & Tax Implications: Computing Gains & Losses

While cryptocurrency activity has decreased in recent months, the rapid growth from the end of 2017... more
October 15, 2018

Industries

We have your personal tax needs covered. Learn more about our industry specialties.