Members' Area

Tax Issues - Personal financial (and estate) planning

Managing finances today can be overwhelming. Business owners, executives, and individuals can benefit from strategic planning that helps identify their goals and sets an action plan for building and preserving wealth for themselves and future generations.

Personal Finance
Nexia's personal financial planning specialists offer a highly personal, proactive approach. Taking into consideration your goals, tolerance, investment horizons, and unique circumstances, our specialists analyze your options and design a customized roadmap to ensure financial success for you and your family.

Our specialists are well aware of the changing tax landscape and how it can benefit you -- from paying for college to saving for retirement. We also have experience with sophisticated income-tax planning techniques that frequently apply to high-income and high-net-worth individuals. Our services include:

• Managing your cash flow and debt
• Reducing your income tax liability
• Improving your investment portfolio
• Evaluating your compensation package
• Optimizing your benefits
• Evaluating your insurance coverage
• Managing education funding
• Planning your charitable giving
• Examining your retirement provisions

Estate Planning
A carefully designed estate plan that is built around your unique situation will enable you to make the best use of valuable assets during lifetime, and provide an efficient means of transferring wealth to the next generation.

Nexia's estate planning specialists review your situation and implement careful, strategic financial structuring that meets your specific needs, including techniques to save taxes. Among the specialized issues we assist with are:

• Incorporating the fulfillment of your charitable giving in the most tax-efficient manner
• Recommending specialized trusts and other tax-savings vehicles
• Establishing, administering, and ensuring the compliance of private non-operating foundations
• Planning and compliance for off-shore trusts
• Providing expert testimony and other litigation support services as to estates and trusts dispositions

Whether you're looking to establish a diversified portfolio or transfer wealth to your grandchildren, Nexia consultants have the in-depth experience that is necessary to achieve your financial goals.