Confidentiality, discreetness, and knowledge. That’s what you can count on from the ACM Private Client Group. Our team has the expertise, access to top talent, and qualifications to work with other advisors to provide the best private client solution for you.
ACM’s Private Client Tax Solutions Practice helps you address your personal tax and financial circumstances, lifestyle decisions, and philanthropic motivations. Our professionals have deep backgrounds and experience in estate, income, and gift taxation; trust tax planning; charitable giving planning; executive compensation and benefits; and life insurance planning.
We provide guidance and tailored services to individuals and families, nonprofit entities and their beneficiaries, and clients with private foundations.
To help you achieve efficient income tax results, we assist with stock option planning, like-kind exchanges, involuntary conversions, family limited partnerships, exchanges of life insurance policies and annuities, retirement planning, and minimum required distribution planning.
Estate and gift tax planning
With respect to distribution of family wealth, we work with you, your family members, and your advisors to project estate taxes, analyze liquidity, and suggest ideas that may reduce wealth transfer taxes. We work closely with you to administer your estate plans and pass your wealth to legatees and beneficiaries.
We can assist you with your philanthropic desires by providing planning concerning the formation, operation, and reporting requirements of private foundations, public charities, supporting organizations, donor-advised funds, charitable remainder trusts, and charitable-lead trusts. We also advise on the deductibility of contributions to charitable entities for income, estate, and gift tax purposes.
To help fiduciaries and beneficiaries during the estate administration process, our tax advisors provide estate and income tax consulting to help maximize benefits for beneficiaries and minimize estate and income tax costs. Specifically, we can assist with tax elections, valuation of assets, tax compliance, and distributions to beneficiaries.
International income, gift, estate, and trust tax planning
As an independent member of the BDO USA Alliance, ACM can help you address international tax issues that impact foreign trusts, foreign estates, gift and estate planning, and income tax planning.
Whether you need daily bookkeeping, high-level CFO services, or anything in between, our Client Accounting Services Team brings multiple resources under one umbrella, reducing the time you spend on office and accounting processes.