A comprehensive approach
For individuals who have accumulated wealth as business professionals, or through family transfer or inheritance, our expert staff brings a wealth of experience and a unique perspective. KBS considers each client’s individual circumstances with the goal of minimizing the overall tax burden.
For the business owner or self-employed individual, we monitor tax liabilities and make recommendations regarding transactions and business structure. Our team will review and update tax projections on an ongoing basis. When life and business needs interconnect, we understand the complexities of family businesses and the issues that arise with the management and potential transfer of wealth.
Things we consider include:
- Gift and estate tax planning
- Succession planning
- Estate and trust administration
- Private foundations
- Investment advisor and trust management coordination
- Personal income tax planning
- Tax preparation for individuals and their entities
- Individual and family management
- Accounting issues