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Private Wealth


Our Approach

Our personal accounting services team knows there is more to private wealth management than simply the accumulation, protection and transfer of wealth. Estate planning, complex tax strategy, transaction services, income shelter and wealth planning are all important. But even more than these valued services, an Armanino personal accountant’s focus is on helping you create and grow a legacy―a legacy that will enable your loved ones to benefit from the success you have established for decades to come.

Services

As a successful individual, you have specific needs and goals for financial planning and asset management that are influenced by many forces. Business and investment decisions should be reviewed regularly, in the context of the impact on your personal family wealth planning. After all, the objective is to achieve personally focused goals facilitated by good business and investment decisions. Armanino’s private client services—through high-value, high-touch association—help you best utilize the planning strategies that will accomplish the legacy you envision. As part of our personal accounting services, we’re also here to be a sounding board, so that you can maximize unique opportunities as they arise. Our private accounting expertise will help you realize your long-term goals and far-reaching plans, so that your legacy can grow even beyond what you initially conceive.

At Armanino, you'll have access to private wealth management advisors with expertise in the following:
Wealth Accumulation, Protection And Transfer

Wealth Accumulation, Protection And Transfer

We know there is more to financial advice than simply the accumulation, protection and transfer of wealth. Estate planning, complex tax strategy, transaction services, income shelter and wealth planning are all important. But even more than these valued services, our focus is helping you create and grow a legacy.

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Trust & Estate Tax Planning

Trust & Estate Tax Planning

Reaching your financial goals starts with taking a serious look at your situation. When we undertake estate tax planning with you, we talk about upcoming life events to help determine the most appropriate plan for accomplishing your goals. And, if you don't yet know where you want to be financially in the next five, 10 or 20 years, we can assist you with that, too.

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Tax Planning, Structuring and Compliance

Tax Planning, Structuring and Compliance

The tax decisions you make today can affect all aspects of your professional and personal life. We make it a priority to understand what you have in mind for your company, your family and yourself. Armed with this information, we carefully coordinate your tax planning needs to help you achieve your specific goals

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Family Office Services

Family Office Services

You and your family have accumulated significant wealth, but you’re wondering how you’ll be able to manage the resources and complexities involved in maintaining that wealth. Setting up a family office could be the answer.

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International Tax Consulting

International Tax Consulting

Tax is an inescapable dimension of almost every business activity and in every jurisdiction where an individual or company conducts business. Our international tax experts have helped numerous companies assess expansion options, mitigate tax risk and maintain profitability. We routinely address cross-border tax issues and help multi-national companies achieve global business objectives and assist with international tax planning.

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Collaborative Divorce

Collaborative Divorce

Divorce can be a difficult time, and our professionals can help ease the stress of financial disputes by working with attorneys to create financial solutions based on the goals of the settlement. Our experts work hard to help preserve both parties’ assets and resources and come with the expertise of the financial aspects of divorce to help facilitate financial settlement discussions

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Experts

Practice Leaders

Brad Cless

Partner-In-Charge of Tax

Mark Baumohl

Partner

John Karls

Partner


Related Experts

Resources

New Tax Law Brings Big Changes for Individual Taxpayers

While many of the new law’s provisions affect businesses, it also includes significant changes for individual taxpayers. Here are some of the most notable changes.

Congress Passes Biggest Tax Bill Since 1986

On December 20, the House passed the reconciled tax reform bill, which the Senate had passed the previous day. It’s the most sweeping ...

3 Ways for Higher-Income Taxpayers to Enjoy Tax-Free Roth Accounts

If you are in the enviable position of not needing the money in retirement, you can let the entire balance grow tax-free to benefit your heirs. Roth IRAs offer substantial income and estate tax benefits. Although cont ...

A Tax Meditation on Investing in PTPs

Many clients and investment advisors are partial to investing in vehicles called master limited partnerships in the investment community and known as publicly traded partnerships (PTPs) in income tax parlance.

Beware the Step Transaction Doctrine When Using an FLP or LLC

Do you know how to transfer a significant amount of wealth to the next generation at a discounted value for gift tax purposes? The answer is to form either a family limited partnership (FLP) or a limited liability com ...

5 Things to Know About Taxation of Children With Investment Income

Here are five things you should know about children with investment income.

Don't Let Estate Taxes Force Your Heirs to Sell the Family Business

Many family business owners spend years nurturing their companies with the goal of providing a livelihood for their heirs. But often their estates don’t have enough cash to pay estate taxes and other expenses af ...

14 Fast Facts About 529 Plans

Section 529 savings plan options are much better than they sound, allowing investment in stock and bond funds with no federal tax on gains used for tuition and other approved college costs.

GRATuitous Advice on Nursery Rhymes and Estate Planning

If you're at the age when it's time to consider retiring, make sure you look at the advantages of a grantor retained annuity trust (GRAT). It makes transferring ownership interests a snap and can provide substantial e ...

Taxpayer Victory for Co-Owners of Mortgaged Residences

The IRS has announced that it will abandon a position it had taken with respect to co-owners of a mortgaged personal residence who are not married to each other. This fact pattern can aris ...

A Qualified Personal Residence Trust Will Leave the IRS Saying “@!#?@!”

A Qualified Personal Residence Trust, or QPRT (pronounced q-pert), is an excellent tax-efficient vehicle to transfer your primary or vacation home out of your estate. The name may also remind you of that favorite oran ...

A Case Study for Bunching Itemized Deductions

This simplified example illustrates the potential benefits of a “bunching” strategy for itemized deductions.  Bunching means paying two years’ worth of your itemized ...

Beneficiary Defective Inheritor's Trust – You Just Can't Beat It

The King of Pop was well ahead of his time when he moonwalked to the benefits of utilizing a beneficiary defective inheritor’s trust (BDIT). The BDIT is a powerful estate planning tool that allows you to enjoy the be ...

Gifting Exclusions, Part 2: A Case Study

This common family scenario illustrates the gift tax arithmetic of simple gifts, the use of the annual exclusion, and the requirement to file a gift tax return.

Gifting Exclusions, Part 1: When Is a Gift Not a Gift?

Many wealthy individuals and families take advantage of simple techniques like exclusions to optimize their gifting strategies. Here are three of the most commonly utilized exclusions.