Our Services
Tax Services - High Net-Worth Individuals
In today's uncertain economy and with rapidly changing tax legislation, planning for the future is essential for high net-worth individuals,
business owners and executives. With a focus on capital preservation and asset protection, the tax professionals at Tonneson + Co will
combine years of knowledge and awareness of emerging issues to help you develop and implement financial strategies that enable you to
achieve your goals. We strive to provide valuable insight and objective analysis, allowing you to make informed decisions. We accomplish
this with proactive communication and accessibility that is essential in a trusted advisor relationship. Whether you are planning your
estate, devising a succession plan for your business, or selecting a trustee, we can assist you.
Our Services include:
- Individual income tax compliance and planning
- Estate and trust tax compliance and planning
- Private foundation compliance and planning
- Analyzing and implementing tax saving strategies
- Executive compensation planning
- Cash-flow forecasting and budgeting
- Retirement planning
- Education planning
- Risk assessment, life insurance evaluations and strategies
- Multi-generational wealth transfer planning
- Charitable gifting strategies
- Family office services
- Coordination among trusted advisors