OUR TAX SERVICES FOR FOR HIGH NET WORTH INDIVIDUALS & FAMILY OFFICES INCLUDE:
Federal, State, and Local Tax Planning and Compliance Tax Advisory and Controversy Assistance Tax Structuring and Due Diligence Credits & Incentives Residency Advisement Tax – Developing innovative strategies to help minimize tax liability Tax Planning Financial Due Diligence Risk Assessment Organizational & Tax Structuring Mergers & Acquisition Onshore/Offshore Fund Structuring Post-transaction Tax Services Transactions – Making the most of every deal Charitable Planning to Reflect the Client’s Values, Interests, and Goals Aligning Charitable Giving with Estate Planning Strategies Trust & Foundation Structures Philanthropy – Maximizing the impact of your charitable giving
Individual/Family Wealth Transfer Planning Business Succession Planning Review Estate Planning Documents Gift Tax/Estate Tax/Generation Skipping Transfer Tax Trust Structuring Wealth Planning – Creating a comprehensive wealth plan to focus on your future legacy Succession and Contingency Planning Comprehensive Coordination of All Outside Advisors for Technical Decision Making Governance – Providing structure for family office operations so you can focus on the future Well-Versed of Tax Law Changes Coordination of Services Needed for Tax Compliance/Estate Planning Back Office – Providing support to make the day-to-day more efficient
CONTACT INFORMATION
Matthew John McNally
Zaid Butt
Jarrod Galassi Senior Manager
Managing Partner
Director
D 646-539-2371 mmcnally@evolvedtax.com
D 646-539-2372 zbutt@evolvedtax.com
D 646-539-2373 jgalassi@evolvedtax.com
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