SAVINGS | EXPERTISE | TIME
Reducing taxes can have an enormous impact on your wealth plan. Whether you are selling your business, sold your business, planning your next endeavor, or seeking to optimize your financial freedom, our in-house tax professionals will offer you leadership and strategies designed to minimize your taxes over time.
We prepare tax returns and tax projections, utilize tax loss harvesting and charitable donation planning, incorporate pre and post business sale tax strategies, evaluate policy changes, and coordinate with your investment team to offer proactive strategies designed to minimize your tax exposure. Your entire tax picture is streamlined to help you avoid costly missteps.
Oleg Ikhelson, J.D., CPA
Director, Tax Services
Call 703-468-2700 or Email:
Intelligent Wealth Management™ to help protect and streamline your life through high-touch sophistication, expert advice, and transparency.
One Solution for portfolio management, tax, estate and legal, wealth planning, private banking, family coaching, travel and lifestyle services.
True Fiduciary® Standards: Your best interests come first.