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

States Counter Federal SALT Deduction Limitations

While several high-tax states have entertained ideas to work around the new limitation to the state... more
Blog

Kentucky Adopts Sweeping Tax Reform

On April 27, 2018, the Kentucky legislature voted to override Governor Matt Bevin’s veto of the... more
Blog

Where Have My Deductions Gone?

While there are many provisions in the tax reform act that may reduce taxable income, including... more
Blog

Mortgage Interest Deduction Under the New Tax Cuts and Jobs Act

Since the Tax Reform Act of 1986, the mortgage interest deduction was limited to interest on the... more
February 19, 2018
Blog

Could You Deduct Your Education Costs?

With no end in sight to rising education costs, it is tempting to try to deduct college tuition and... more
February 16, 2018

Industries

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