Transparency Changes Everything.
SAVINGS | EXPERTISE | TIME
Reducing taxes can have an enormous impact on your financial plan. Whether you are selling your business, preparing for retirement, or simply seeking to optimize your financial picture, our in-house tax professionals will offer you leadership and strategies designed to minimize your taxes over time.
We prepare returns and projections, 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.
TAX SERVICES:
Oleg Ikhelson, J.D., CPA
Director, Tax Services
PagnatoKarp
Our Wealth Management Experience helps streamline your life through high-touch sophistication, expert advice and transparency.
Family Office Fusion for investment, planning, tax, legal, private banking, family coaching, travel and lifestyle services.
True Fiduciary® standards: your best interests come first.
