Individual Income Tax
Strategies That Reduce Tax Liability and Maximize Returns
Maintaining wealth looks different for every taxpayer.
Implementing an effective tax strategy is key for such high earners to minimize tax liability, optimize returns, and safeguard their wealth.
Having partnered with high-net-worth individuals for many decades, we understand the complexities involved with various income sources, investments and assets that lead to multi-faceted tax structures.
Because preserving wealth looks different for every taxpayer, CSH doesn’t believe in a one-size-fits all strategy. By partnering with our private client service experts, you will receive best-in-class tax services that are customized to your unique situation.
Stock Option or RSU Planning
Stock options or restricted stock planning can help you achieve long term wealth goals. Let us help you create a strategy for exercise to maximize tax efficiency. Be aware that RSU planning may require quick action such as making an 83b election within 30 days of grant.
Retirement Planning
Selecting and establishing the proper retirement plan can maximize tax savings and provide a tax-efficient method for saving for the future.
Residency Planning
Choosing the proper state for residency can save significant money over time. Each state has different rules regarding establishing residency, so domicile planning involving multiple states is needed to achieve the optimal result.. Owning multiple residences requires some nuanced planning to achieve a tax efficient result.
Charitable Giving
Donating to philanthropic causes is a tax-effective means of supporting the issues dear to you, as deductions are applicable for contributions made to qualified organizations. There are many charitable techniques available and we can help structure the most tax efficient to meet your needs.
Entity Choice
Selecting the appropriate business structure, whether it's a corporation or a limited liability company (LLC), can significantly influence your tax liability now and during an exit strategy.
Related Services
We offer customized tax planning solutions to maximize your wealth and help you reach your goals.
