Working with Successful Entrepreneurs and High Net Worth Individuals

Tax Advice

Tax Advice

High net worth individuals and business owners all have different backgrounds and ways that they have made money. However, one thing they all have in common is complicated tax issues.

We understand these complexities and work with our clients to create tax strategies to minimize their tax exposure.

All of our professionals are highly qualified when it comes to tax and our clients seek us out for our tax expertise. We are involved every day in tax as it applies to business, individuals, trusts, estates, gifts and other entities. Our unique background and perspective allows us to help you leverage your hard earned assets and maximize your after tax returns as we work with you to manage your net worth. Keeping more of what you have is the first step to achieving your goals.

Tax Compliance

VergePointe offers a complete range of tax compliance services, including:

  • Individual Taxes
  • Corporate Taxes
  • Partnership Taxes
  • Trust and Fiduciary Taxes
  • Estate and Gift Returns
  • Exempt Organization Returns

Tax Strategies

Tax is a fact of life and it is a significant consideration in almost every business and individual situation. Our services include tax consulting that focuses on how to minimize your total tax bill at all levels through proper planning and execution.

Our unique background gives us insight on strategic opportunities that allow you to benefit from our years of experience helping clients. We don’t spend our time working with governments or non-profits. We work solely for closely held business owners, real estate owners and wealthy individuals so you get our best thinking on income, estate and gift tax consequences. We provide timely advice in a progressive manner so that you know that we have minimized your tax bill as much as possible and you also know the amount and timing of the tax you do owe so you can work that into your overall cash flow plans.

Foundation & Trust Services

We recognize that many of our Private Clients have philanthropic or legacy needs that fit their goals. We work with our clients to provide solutions that fit these goals, and then work to implement and assess the planning over time.

Our clients are interested in philanthropy primarily because of the good they can do for others. But once they have decided to pursue a particular charitable goal, they want to achieve that goal in the most tax efficient manner. We help clients establish and administer private foundations, structure tax efficient gifts to private foundations and public charities, and utilize forms of charitable giving that accomplish transfer tax savings as well as philanthropic goals.

Many of our clients are also concerned with succession planning and the transition of control of family assets, and we work with our clients to establish the best structures to accomplish these objectives. The structures used include family partnerships and limited liability companies, and various types of trust arrangements.