High Net Worth

We specialize in services to High Net Worth individuals in a variety of industries, including banking, investments, professionals, health care, cosmetics, communications and many others. Please visit our Client List page for further details.

We are technically competent in exotic matters that our clients are involved with on a daily basis. ISO - Incentive Stock Options, Non Qualified Stock Options, ESPP - Employee Stock Purchase Plans, 83(b) elections as well as other deferred compensation arrangements.

We are dedicated to educating our professional and intelligent clients, who desire to be kept aware as to US tax laws affecting the amount of US income tax they will pay as well as developing and constantly changing new US tax law.

We invest the time and resources to meet with our clients as often as required to ensure optimum tax savings mechanisms are in place.

We have excellent articles on this website that will help explain the above in more detail your high net worth filing positions.

Please contact us for a free consultation and for further details.