Tax Planning
Making the most out of our clients’ money starts with recognizing all the ways taxes can impact their financial future. Whether they’re focused on their retirement income, a business transaction, or the best way to pass on their wealth to their heirs & their favorite charities, understanding and efficiently managing any associated taxes is an important part of the process. Our tax planning covers:
- Tax mitigation
- Tax return review
- Transaction tax analysis
- Business transactions, recapitalizations, & dispositions
- Disposition of equity compensation or concentrated positions
- Roth conversions
- Tax domicile changes
- Net Unrealized Appreciation (NUA) distribution
- Tax Deferral Strategies
- Qualified Opportunity Funds
- 1031/721 (UPREIT) Exchanges Using Delaware Statutory Trusts (DSTs)
- Cash flow & Required Minimum Distribution (RMD) planning
- Charitable giving strategies
- Bunching strategies
- Appreciated securities
- Qualified Charitable Distributions (QCDs)
- Donor Advised Funds/Family Foundations
- Wealth transfer including trust, estate, and gift tax planning
- Legislative updates
- Asset location analysis
The Liles Group’s tax planning capabilities are further supported by a dedicated team of attorneys & tax planning specialists. We regularly consult with our Advanced Planning Team for assistance with technical matters and for help creating tailored solutions for our clients’ most challenging problems.
