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Opportunities abound in economies both good and bad. However, the best tax professionals know that when it comes to wealth planning, conserving and protecting your core assets must be the foundation of any formal plan—during the best and worst of times. Investment strategies and vehicles involving wealth preservation or wealth transfers must be evaluated on a regular and frequent basis to ensure that you are leveraging your financial assets to your advantage and realizing your goals.
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For affluent individuals and families, having an advisor who understands all the legal and regulatory issues that may impact your life is critical to your success and financial well-being. Rothstein Kass’ wealth planning professionals work closely with our clients to keep them apprised of the latest tax regulations and their implications; promote vehicles to mitigate tax exposure and risk, and offer solutions to the many estate, trust and financial planning challenges they face.
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| How We Can Help: |
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Rothstein Kass takes a proactive and hands-on approach with all our clients assessing current and future needs. For example, when it comes to gifting, we analyze your short- and long-term goals and customize a plan to help you move assets into the right vehicles in a tax efficient manner. We revisit that plan often based on changing tax, legal, regulatory and economic conditions. On average this can range between 3-5 years or sooner based on personal need.
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Services we offer include but are not limited to:
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| Integrated Planning |
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Tax planning and compliance |
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Income tax preparation |
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Stock option planning |
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Life and estate planning |
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Estate, tax and financial plans |
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Cost benefit analysis |
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Multi-generational planning |
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Ex-Pat Tax Planning |
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| Through experience and objective and independent analyses, we can help you protect and preserve your assets today while providing you with options for a better tomorrow. |
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