integrated planning for life

Tax Planning & Preparation Services

RubinBrown Wealth Advisors offer high net worth individuals, families, and their businesses sophisticated, integrated, and confidential tax and wealth advisory solutions.

Effective tax planning for high net-worth individuals requires both technical resources and in-depth knowledge of each client’s unique financial situation. It is not a once-a-year activity. Strategies are maintained and reassessed, with consistent monitoring of changing financial positions and evolving tax regulations.

You’ll receive proactive counsel to help you avoid missteps, reduce your tax liability, and achieve your immediate and future financial goals.

RubinBrown Wealth Advisors will help you by:

  • Reducing income tax
  • Preserving your net worth
  • Managing the wealth you’ve accumulated
  • Interpreting ever-changing tax laws and regulations
  • Tax hikes for high-income earners
  • Capital gains tax rates
  • Transferring wealth to heirs
  • Giving to charities
  • Selling or passing on your business

We work with you and your family to understand your goals and make strategic decisions about your future.

Related Horizons Magazine Articles

Year Round Tax Strategies and Opportunities thumbYear Round Tax Strategies and Opportunities

by Cheryl Heller, CPA, CGMA, Scott Quinn, CPA/PFS, CFP®
& Mary Ramm, CPA

Most people do not think of tax planning until the end of the year, right before the big tax bill hits, and by then it is sometimes too late to take action. Tax planning is a year round exercise, so now is the perfect time to start thinking about how you can reduce your 2017 income tax liability.

All Related Horizons Magazine Articles