Tax Planning & Compliance

Look at the tax planning and compliance needs of high net worth (HNW) individuals and they’re not so different from those of other AbitOs business and personal clients. So at AbitOs, we treat them no differently.

Any taxpayer facing taxable obligations need the portfolio of tools and strategic braintrust to help minimize their tax implications. We help U.S. and international HNW individuals protect their holdings and estates for the benefit of both their families and businesses. The better the business performs from a tax perspective, the more confident the patriarch or matriarch is in their family’s future.

Our approach to tax planning and compliance considers cross-border tax planning, business structuring, estate planning, expatriation considerations and how they align with the family’s international lifestyle.

Strategic services include Strategic tax counseling; Estate and trust tax planning and preparation Limited family partnership and succession planning; and when necessary, IRS representation for both civil and criminal audits.

If the portfolio includes real estate holdings, the team works with the client and their real property advisors to ensure maximized utilization and minimal tax implications related to the real estate market and property cycle.

Our goal is simple: To offer corporate accounting and tax preparation, property tax calculations, objective valuations, support for tax assessments, help with reducing liabilities on donated or inherited property, and much more.