Private Client Group

Experience

Harnessing the expertise of over 25 dedicated tax professionals, our Private Client Group provides comprehensive services to high-net-worth individuals and their families, and clients with complex tax environments. Working closely with your advisors, our team builds tailored service models to meet the unique needs of our clients, provide clear guidance, and plan for the future.

Leveraging diverse industry experience and the latest technological advancements, we provide seasonal tax preparation services while also remaining closely engaged with clients throughout the entire year to provide planning and support. This could include scenario planning to maximize tax benefits, forecasting the tax impact of potential cash inflows or outflows, or projecting the tax implications of suggested planning. Our personalized approach paired with our consistent, responsive engagement strategy will quickly make our Private Client Group a trusted wealth advisor on your team as we strive to help you reach your financial goals.

Expertise

Estate & Gift Tax

We work in conjunction with estate planning attorneys and wealth advisors to plan, implement, and report multi-generational wealth transfer techniques efficiently while remaining compliant to avoid Internal Revenue Service (IRS) scrutiny.

Fiduciary Income Tax

We provide fiduciary tax services and planning for high-net-worth individuals and families, and create comprehensive tax strategies to accommodate the transfer of wealth to future generations.

Individual Income Tax

We offer individual income tax compliance and tax planning services to address federal, state, and city income tax return adherence, income tax projections, and estimated taxes. Our comprehensive tax strategies focus on minimizing income taxes and proactively planning for wealth transfer to future generations.

International Tax Reporting

We provide individual tax planning and compliance services to U.S. individuals working and investing internationally, as well as foreign individuals working and investing in the U.S. From planning international relocations to cross-border business structuring, our team of international tax specialists, alongside our affiliation with Allinial Global, can help you navigate your unique international tax needs.

Philanthropic Planning & Private Foundation

Our philanthropic planning services will identify current opportunities and long-term options based on each client’s unique situation and their tolerance for complexity. We’ll also analyze the tax and personal impact of all charitable initiatives to assist in making proactive decisions. This work includes a focus on compliance and support to private foundations.

Learn how to submit your Federal and Massachusetts-specific extension, balance due, and estimated tax payments electronically. How to Pay Taxes Online

Alerts

Transfers of Publicly Traded Partnership Interests by Non-U.S. Persons Additional Withholding Guidance Released

Notice 2023-8 issued by the IRS outlines the proposed regulations in the non-resident withholding space...

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Insights

Foreign Bank Account Report Form – Deadlines, Requirements & Facts to Know

FBAR filing can be ambiguous – here we answer the pressing questions surrounding your reporting...

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Alerts

Updates in Digital Asset & Crypto Reporting

Recent updates in the digital and crypto asset space could affect your reporting obligations –...

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Alerts

Potential Partnership Notifications: IRS Clarifies Schedule K-2 and K-3 Domestic Filing Exception

The IRS has released updated drafts of 2022 Schedules K-2 and K-3 with instructions detailing...

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Insights

State Tax Compliance: Key Considerations as Fintechs Disrupt Tax Reporting Standards

Tax reporting standards vary from state to state, and are often changing. Consider these points...

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Insights

Extended Filing Deadline Approaching: How Schedule K-2 and K-3 Impact Investment Funds

The IRS released final version of Schedules K-2 and K-3 – how will these reporting...

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Events

TxSEA 2022 Convention

Rita will be speaking on the topics of 2022 International Topics to be Aware Of,...

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Events

Massachusetts Bankers Association – 2022 CFO and Financial Managers Forum

Wolf & Company is honored to be speaking on new and proposed audit, accounting &...

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