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.
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:
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.
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