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Tax Advisory and Preparation

When it comes to managing the wealth you’ve accumulated - executing plans to protect your assets, continuing to grow them, or transferring them to future generations - Beacon Trust provides integrated wealth planning services designed to help address your needs, coordinate your financial strategies, and achieve your goals. Whether your objectives are to maximize the value of your equity compensation, to plan your estate for future generations, to invest money, or to satisfy philanthropic goals, the Beacon Trust tax team can help develop a strategy aimed at successfully carrying out your intent. Beacon Trust’s tax service offering includes:

INCOME TAX PLANNING
Evaluate income tax planning strategies:

Timing of income and deductions
Analysis of after-tax returns
Year-end/multi-year tax planning
Calculate withholding and estimated tax payments
Prepare income tax returns

WEALTH TRANSFER PLANNING
Review and analyze estate planning techniques:

Estate plans (wills and trusts)
Family limited partnerships
Gifting
Valuation discounts
Prepare gift tax returns

CHARITABLE PLANNING
Implement strategies to meet goals on a tax-effective basis:

Outright gifts
Qualified charitable distributions from IRAs
Private foundations/donor advised funds
Charitable trusts
Prepare foundation and trust tax returns

INVESTMENT PLANNING
Integrate income tax, wealth transfer, and charitable planning:

Asset location
Diversification
Hedging
Tax loss harvesting
Prepare capital gain projections

OTHER INTEGRATED SERVICES
Coordinate with advisors, portfolio managers, attorneys, trustees:

Provide financial planning and analyses to family members
Evaluate insurance needs for risk management
Assist in establishing self-employed retirement plans
Determine education funding needs
Cash flow planning