Individual Tax Planning & Compliance

Client Centered

The Navis Tax group works side-by-side ( literally - in the same office! ) with our portfolio managers to integrate tax planning concepts with investment advice. 

Our comprehensive knowledge of tax - income, estate, gift and entity taxation - allows Navis advisors to identify tax planning opportunities and provide proactive solutions. 

The Tax group can provide a full range of income tax services for you, including tax return preparation for individuals, trusts, charitable and business entities. 

Additionally, we proactively analyze the effects of changing tax laws on the current wealth management plans and make strategic adjustments.

Tax Planning


We will conduct a thorough review of your circumstances and where possible, work with you to minimize your tax bill.  We will ensure you are only paying what you owe.


Having a higher net worth requires a different approach to tax planning.  The Navis Tax group regards tax planning as a year-round conversation as income and gains are recognized, transactions are contemplated and tax laws changed.  Planning for investment income is essential and made easier because our integrated team of investment and tax professionals work together toward creative strategies to help ensure your tax liabilities do not diminish the value of your investment earnings in the long term.  We also help by advising on optimal ways to structure your entities in order to minimize your overall tax liability. 


Services may include:

  • Income Tax Planning
  • Tax Projections
  • Advise on Impact of New Law Changes
  • Residency Tracking
  • Tax Withholding Analysis
  • Choice of Entity Analysis & Maintenance
  • Buying, Selling or merging a business tax planning and structuring
  • Transaction Analysis
  • State & Local Tax Nexus Analysis
  • International Tax

Tax Compliance


Leverage our in-house Tax Group to handle all aspects of your required tax reporting.


The Navis Tax group utilizes the most innovative technology available for tax preparation and research to maximize efficiency and accuracy.  Our Tax group is versed in all the complexities facing ultra-high net worth families, their entities and their investment enterprises in all 50 states.  Our approach is designed to create a smooth compliance process, adhering to best practices around communication and deadlines.

 

Services may include:

  • Tax Returns for:
    Individuals, Trusts
    Partnerships, Corporations
    Foundations, Estate & Gift
  • Estimated Tax Projections
  • FBAR compliance and reporting
  • Tax Basis Maintenance
  • Tax Controversy Resolution
  • Amended Returns & Refunds
  • Sales & Use Tax Returns
  • Personal Property Tax Returns

Calculators

Federal Income Tax

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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Tax Freedom Day

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.
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Capital Gains Tax Estimator

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.
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Suggested Content

Comparing Investments

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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What Is a 1035 Exchange?

What Is a 1035 Exchange?

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
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The information being provided is strictly as a courtesy. When you click on any of the links provided here, you are viewing information provided by a third party. We make no representation as to the completeness or accuracy of information provided by any third-party website.

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