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Tax | The Big Picture

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

We specialize in managing the preparation of personal, corporate, partnership and trust returns for the high net worth individual. Our goal is to minimize the impact of tax on an individual or entity to the fullest legal extent.

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.

CREATIVE solutions
for CHALLENGING
problems

Tax Services

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

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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
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  • 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 & local agencies
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TAX COMPLIANCE & REPRESENTATION