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The Big Picture

Comprehensive consideration of tax-implication as a core component of our clients’ overall financial health.

We specialize in comprehensive income and estate tax planning and compliance for the high net worth individual and the wealthy family group. Our goal is to structure our clients business, investment and philanthropic entities in such a way as to minimize the overall impact of worldwide tax while at the same time achieving their Business, generational wealth transfer and philanthropic goals.

This is an unavoidable fact: tax laws are among the most complex of laws—and they keep changing. NKSFB’s tax experts stay on top of developing issues and provide a level of assurance, diligence and peace of mind that is unparalleled in the industry.

Tax Services

A Comprehensive Menu of Services for High Net Worth Individuals, Their Families and Their Family Offices


Tax Planning

  • All forms of compensation
  • Coordination of scheduled payments
  • Use of personal service corporations
  • Business acquisitions and dispositions
  • Debt structuring
  • Charitable giving
  • Estate and gift tax
  • Domestic and international residency
Scale and book

Tax Compliance &

  • Multi-state issues
  • Liaison with foreign accountants
  • Individual & family trusts
  • Foundations
  • Corporate partnerships
  • Tax representation at IRS, Franchise Tax Board, NY State & City Departments of Taxation & Finance and other state & legal agencies