Private Client Services offers accounting, tax and advisory services customized for the way you build wealth.
These services are available on an individual basis, but integrating them gives us a unified, comprehensive understanding of your needs and how they change with time. Combining our tax planning and advisory services helps us to be more proactive — anticipating events rather than reacting to them, to mitigate risk, minimize tax exposure and build your wealth.
Tax Planning and Compliance
We offer experienced tax planning for corporate executives with substantial annual compensation that includes base salary, bonuses and stock options. Congress and administrative agencies (the Internal Revenue Service, for example) take a keen and active interest in senior management compensation, making proper tax planning essential to minimizing tax liabilities and preserving wealth.
Integrated corporate, estate and individual tax planning
In addition to corporate stock holdings, senior executives may also have substantial investments in enterprises they do not directly control, making a proactive stance toward changing legislative, regulatory and market conditions essential to managing future tax liability and risk. Global investments, partnerships, family ownership, and individual estate planning goals add additional variables and complications.
Effective tax planning for corporate executives considers all of these issues as part of wealth preservation. We integrate corporate, estate and individual tax planning for shareholders, identifying opportunities for tax savings and developing strategies for implementation.
We work closely with corporate executive clients on the following compensation plans:
- Non-qualified deferred compensation plans
- Stock appreciate rights (SARs)
- Restricted stock plans
- Incentive stock options (ISOs)
- Non-qualified stock options (NQSOs)
Wealth Management and Financial Planning
Our private client services include wealth management and financial planning with Dixon Hughes Goodman Wealth Advisors LLC, a wholly owned subsidiary of Dixon Hughes Goodman.
More principled wealth management®
The foundation of any advisor-client relationship must be anchored in an unconditional, unwavering trust. Every aspect of Dixon Hughes Goodman Wealth Advisors' wealth management process adheres to this principle.
More principled compensation
Dixon Hughes Goodman Wealth Advisors is a fee-only advisor and the principles behind that form the foundation of their business. They accept no commissions, outside fees or third-party payments, so the decisions they make about your portfolio are made with your best interests in mind.
Their relationship with you is built on trust. They build that trust by offering unbiased, objective investment advice — advice that avoids any appearance of impropriety.
More principled and resourceful investing
The principles of Nobel Prize-winning Modern Portfolio Theory guide the firm's decisions on your behalf. Modern Portfolio Theory has shaped U.S. trust law and is a chosen approach of some of the world's largest endowments, pension funds and foundations.
More principled client service
Your relationship with Dixon Hughes Goodman Wealth Advisors begins with a comprehensive evaluation of your needs. The firm reviews all aspects of your financial life to ensure that your investment portfolio dovetails with your life's goals and objectives.
Retirement planning for high net worth individuals has multiple objectives, but one is fundamental — to ensure sufficient income for future needs while maintaining an existing lifestyle for an indeterminate number of years.
In our experience, wealthy clients have the same basic concerns as anyone considering retirement. However, retirement planning for high net worth individuals demands more sophisticated evaluations and management, particularly with a high level of income consumption.
Low management fees
We work with our colleagues at DHG Wealth Advisors to ensure that your retirement portfolio is governed by key strategies — asset-class diversification to mitigate risk, dampen volatility and allow for cash flow.
Estate, Gift and Trust Services
We call on the experience and capabilities of the Firm's Generational Wealth Planning Group, a team of experienced tax, insurance and wealth advisors, to structure estates in ways that reduce significant tax liabilities, minimize expenses and transfer family wealth to the next generation. We can help plan, design, implement and administer your estate, navigating complex business and individual income tax laws with traditional and non-traditional vehicles.
We can recommend various gifting and wealth transfer tools to distribute your assets. These include wills and beneficiary designations — a vital step to carrying out your wishes, as state law determines asset distribution in the absence of a will. Our accountants and advisors can work with you and your attorneys to define or revise your goals and name the executor of your estate.
Minimize cost and tax liabilities
Sharing your estate, gift and trust goals with our tax advisors allows us to recommend strategies to minimize the costs and tax liabilities associated with transfers of substantial wealth.