Comprehensive Planning Tailored to You and Your Business
Personal tax planning can be complicated and requires experienced tax advisors who keep abreast of the latest relevant changes in legislation. Cherry Bekaert’s Private Client Services tax consultants are well-versed in the everchanging tax guidelines and can help you preserve wealth and ensure compliance with federal and state tax laws. We can assist with:
- Entity Structuring: Limited Partnerships, Limited Liability Companies, S and C Corporations, Charitable Entities
- Multistate Individual Taxation, Including Residency Issues, Income-Sourcing and State and Local Tax Minimization
- Tax Planning and Projections
- Preparation of Federal, State, and Local Income Tax Returns for Individuals and Entities
- Preparation of Required U.S. Reporting Information for Foreign Transactions
- Business Succession Planning
- Tax Services for U.S. Citizens Abroad
- Federal and State Tax Audit Representation
Protect Your Estate and Family With Comprehensive Wealth Preservation Planning
Preservation and protection of your wealth for you and future generations involves comprehensive tax and financial planning strategies. Effective estate tax planning minimizes estate taxes and provides asset protection for your family and future generations.
Our dedicated Estate & Trusts team focuses on strategies to minimize the asset transfer tax burden, maximize assets protection. We also help identify and implement specific strategies for the transfer of personal and business interests to the individuals or entities that our clients desire. Cherry Bekaert is here to carefully understand and work with your individual family and financial situation to provide guidance in all areas of estate tax planning and trust taxes, including:
- Asset Protection Planning
- Charitable Gifting Strategies
- Estate & Gift Tax Planning
- Fiduciary Tax Services, including Estate & Trust Accounting
- Foreign Trust & Assets Planning and Reporting
- Special Needs Planning
- Taxation for Trusts & Estates
- Transfer Taxes Mitigation
- Trust Structuring for Tax Savings & Beneficiary Protection
Maintain Growth and Profitability within Your Company
Our compensation and benefit planning consultants can help your company maximize the dollars spent on compensation and benefits consulting for executives and staff, while helping you take advantage of tax savings and retention design opportunities. Our compensation and benefits consultant services include:
- Executive Compensation Advisory
- Golden Parachute Planning, Assessment & Mitigation
- Employee Retirement Income Security Act (ERISA) Qualified Plans
- Supplemental Executive Retirement Plans (SERPs)
- Executive Deferral Nonqualified Plans
- Stock Appreciation Rights (SARs)
- Phantom Stock Plans
- Restricted Stock Plans & Restricted Stock Units
Focused On You, Your Family and the Future You Want to Build
Family office services centralizes the management of financial and tax matters for ultra high-net-worth families and individuals with a clear focus on strategies to build for the future. Applying a collaborative approach to everything we do, our dedicated team offers the resources and global capabilities required for virtually any tax or financial need, as well as a perspective gained from a wide variety of advisory services.
Our professionals work closely with a family’s other trusted advisors, including their attorney and investment advisor, to ensure a holistic approach to wealth planning. Our services are flexible and scalable to the needs of each family we work with, and include:
- Cybersecurity Reviews & Consulting
- Disaster Recovery Planning
- Family Meeting Structuring & Organization
- Financial Reporting in Support of Family Informational Needs
- Income, Gift, Estate, & Trust Tax Plans and Compliance
- Investment Advisor Review & Evaluation
- Structuring of Entities to Achieve Family Ambitions & Minimize Tax Issues
- Succession Planning – Family Office & Related Entities
Custom Solutions and Streamlined Processes to Optimize Business Growth
Outsource key business and financial services to our Outsourced Accounting Services practice at a fraction of the cost to manage with in-house accountants. By outsourcing, you gain an experienced accounting and financial management team to manage your critical business processes more efficiently while leveraging cloud technology platforms, automation tools and machine learning. Empower your internal staff and financial resources to support ultra higher-value, revenue-generating core business functions.
Your Guide Forward in a Changing Global Landscape
Individual owners of international businesses often require income, estate, trust and gift tax expertise from both the U.S. tax and the non-U.S. tax jurisdiction perspectives. Cherry Bekaert’s international tax professionals provide an extensive array of international tax planning, compliance, and advisory services that align global business strategies and desired outcomes with successful international tax strategies.
Our Private Client Services practice works closely with the Firm’s International Tax Services practice and our Allinial Global network to assist clients with identifying and prioritizing the family’s objectives for the preservation and distribution of family wealth.
Take Advantage of All Allowable Credits
Our Tax Credits & Incentives Advisory practice can help you avoid unnecessary tax payments and identify value-added opportunities that have a direct positive impact on your bottom line and create cash savings.
Maximize Strategies for Long-Term Wealth Planning
Our strategic partner, Choreo, offers clients thoughtful, attentive investment strategies and advisory services provided by a team of experienced and objective financial advisors. Whether a client’s needs center on wealth management or retirement planning, Choreo’s focus is on wise financial stewardship designed to maximize comprehensive financial planning and investment strategies for every life stage.
