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»

Insights

ASU 2023-02 Expands Applicability of Guidance on Investments in Tax Credit Structures

On March 29, 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) No. 2023-02.

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Unclaimed Property and Spring Reporting Due Dates Beginning March 1

Unclaimed property refers to certain types of “intangible property” (such as uncashed checks, securities, refunds, customer overpayments, etc.) that a business owes to its employees, customers, vendors, creditors, or shareholders where there has been no activity/contact with the owner of the property for a specified period of time (“dormancy period”).

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2022 Recap: 6 Top Developments in Finance This Year

2022 was a year with many financial developments. Here are the top six developments your company should highlight as we head into a new year.

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Presidential Election and Coronavirus-Ravaged Economy Provide Impetus to Review Estate Plans

Estate planning may be particularly important this fall.

An Important Estate and Gift Tax Planning Question Answered

The IRS announced recently that enhanced estate and gift tax planning opportunities will not be clawed back once the provisions expire.

Tax Planning in 2020: Tax Rates and Inflation-Adjusted Figures

The IRS and the Social Security Administration have released 2020 inflation-adjusted figures for more than 50 tax provisions.

Get A Jump-Start on Planning for Your 2019 Tax Bill

While the 2018 tax filing season has come and gone, it is never too soon to start thinking about filing for next year’s taxes.

IRS Announces New Comprehensive Withholding Estimator

After a tax season with some unwelcome withholding tax surprises, the IRS created a new tool to help. Taxpayers can use the Tax Withholding Estimator to complete their Form W-4 so that they get the desired income tax withholding outcome: a refund or a zero balance. But the new tool is only as good as the information supplied.

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Key Contact

Steve Henley

shenley@cbiz.com (770) 858-4443

Private Client Services