• Private Client Services

Private Client Services

BDO’s Private Client Services begins with an understanding that each individual is exactly that – an individual. We do a lot of listening. Our goal is to provide a unique course of action to each client, with strategies tailored to that person or family’s specific needs and objectives.
 
The Private Client Services group is experienced in all aspects of estate, income, and gift taxation; trust tax compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning. We have a wealth of professional resources dedicating to minimizing our client’s tax burdens, while maximizing compliance with local and international regulations. BDO also provides advice to closely-held partnerships and S corporations.

  • Asset protection strategies
  • Wealth transfer planning
  • Gift, estate and trust tax planning
  • Foreign-trust reporting, planning, and compliance
  • IRS, State and PR examinations
  • Identification of tax-efficient opportunities
  • Alternative minimum tax planning
  • Projections for tax liability