Private Client Services

There's no shortage of complexity when it comes to managing a large estate, portfolio or operating a closely held business. Knowing you helps us simplify your business and estate tax planning with a suite of services designed to meet you where you are and get you to where you want to be. We use our understanding of your unique circumstances and the environment you operate in to streamline administrative functions and protect your resources. The tailored strategies we develop are designed to provide you with the most valuable thing of all: more time to focus on what you love to do.

Estate Planning

Our tax experts help you minimize the state and federal taxes that threaten to erode your family wealth. Learn more»

Family Business Services

The consulting services we provide help you address the complexities involved in operating a family-owned business. Learn more»

Family Office Services

You receive partner-level involvement from our family office professionals, who assist with a range of solutions including income and gift tax planning, bill payment, stock-option consulting and retirement planning. Learn more»

Marital Dissolutions Services

We analyze your marital estate and helps negotiate a fair settlement during divorce proceedings. We assist your legal team in preparing court documents including financial affidavits. Learn more»

Individual Tax Planning Supplement 2018

Our 10-page publication provides a quick overview of the important planning considerations for your 2018 tax strategy.

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Insights

Trust and Estate Income Tax Considerations After the Tax Cuts and Jobs Act of 2017

The Tax Cuts and Jobs Act will impact income tax planning for trusts and estates, at least until Dec. 31, 2025 when many of the provisions are scheduled to expire. Here are some tax planning opportunities to consider for executors, trustees, and beneficiaries of trusts, as well as those considering the creation of new trusts.

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Tax Cuts and Jobs Act Impact on Alimony

The 2017 tax reform law affected the tax treatment for divorce settlements by eliminating the deduction for alimony and maintenance payments for the payor and the tax on the alimony for the recipient.

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Prepare Your Accounting Year-End Processes for the End of 2018

Before you close the door on 2018, you may want to take a quick review of the changes that will affect 2018 financial statements.

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4 Ways to Improve Your Cybersecurity Strategy

Cybersecurity, data security, and data privacy continue to be hot topics for all market segments. Information security incidents put a lot at stake and can cause financial harm, brand and reputational damage, increased regulatory scrutiny and personal liability for business leaders, and of course, repercussions for customers, clients and others in the value chain.

Prepare Your Accounting Year-End Processes for the End of 2018

Before you close the door on 2018, you may want to take a quick review of the changes that will affect 2018 financial statements.

2019 Tax Rates and Inflation-Adjusted Figures Released

The IRS and the Social Security Administration have released 2019 inflation-adjusted figures for more than 50 tax provisions.

2018 Individual Tax Planning Supplement

Our 10-page publication provides a quick overview of the important planning considerations for your 2018 tax strategy.

New Charitable Contribution Regulations May Require Not-for-Profits to Step Up Their Game

The 2017 tax reform law gives donors more of an incentive to make charitable contributions, increasing the deduction allowed for cash contributions to public charities from 50 to 60 percent of adjusted gross income. Substantiating that deduction, however, may be more challenging due to recently finalized IRS regulations.

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Key Contact

Steve Henley

shenley@cbiz.com (770) 858-4443

Private Client Services