Investment professionals are frequently afforded alternative compensation structures. We are experienced in navigating the complex reporting requirements often arising from these situations, including passive activity reporting and foreign investment reporting.

We advise executives and professionals on the tax implications of the granting, vesting, and exercising of compensatory stock options, restricted stock units, and restricted stock awards.

The timing and extent of tax on equity compensation can often be managed with proper planning. We are equipped to help with this analysis and guide clients through elections and reporting requirements.

We handle payroll for nannies, housekeepers, and other household employees. We handle all tax filings, tax payments, employee onboarding, and payroll processing.

Tax-strategic investments in real estate and tax-exempt bonds can often provide increased cash flow without a corresponding increase in tax liability. We are a long-term partner helping clients align tax efficiency with their long-term investment plans.

Proper planning for the timing and direction of clients’ charitable giving are huge factors in maximizing the tax savings achieved through philanthropy. Furthermore, higher levels of giving are met with advanced reporting and valuation requirements. We work with clients to plan their giving and to ensure all reporting requirements are met.

We are in frequent contact with clients’ wealth managers, estate planners, and other outside advisors. We value the insights and objectives of other professionals and we are easy to work with.