Enjoy more of your assets while minimizing taxes.
Convert changes in the tax environment into opportunities. With CLA, you’ll receive proactive counsel to help you avoid missteps, reduce your tax liability, and achieve your immediate and future financial goals.
What’s on your mind?
- Reducing income tax
- Preserving your net worth
- Managing the wealth you’ve accumulated
- Interpreting ever-changing tax laws and regulations
- Tax hikes for high-income earners
- Capital gains tax rates
- Transferring wealth to heirs
- Giving to charities
- Selling or passing on your business
A unique approach
Our private client team focuses foremost on individuals and families, followed by the entities they may own. You and your loved ones aren’t an afterthought ― you’re who we worry about first.
Private client tax is about proactively guiding you on your financial journey. You’ll appreciate our forward-thinking and personalized approach to planning. We build in the time it takes to understand your goals and make strategic decisions about your future.
We offer high net worth individuals, families, and their businesses sophisticated and confidential tax solutions.
Private client tax services
- Individual income tax planning and compliance
- Estate and gift tax planning and compliance
- Trust and private foundation accounting and tax compliance
- Stock option and restricted stock planning
- National and international tax audit representation
- Residency planning and audit defense
- Year-round coordination with your other advisors (e.g., attorney)
- Updates on tax law changes and new tax planning opportunities
- Family office
- Business valuation
- A full menu of wealth advisory services
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.