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Personal Tax Planning


A still-developing landscape after the overhaul of the individual and corporate tax laws in the United States has left high net worth individuals and families with more questions than answers and a deep uncertainty about how to accomplish their personal, business and philanthropic goals.

Loeb & Loeb’s Tax team provides sophisticated tax counsel to high net worth individuals and their families, businesses and family offices.

With in-depth knowledge of income, estate and gift tax laws, and with a clear focus on our clients’ individual needs and objectives, we devise client-specific tax strategies to minimize the impact of taxes on family assets, investments, charitable gifts, closely held businesses and financial holdings, and to help preserve and pass on the most wealth to future generations.

Working collaboratively with colleagues from Loeb’s Trusts and Estates, Family Office, Real Estate, Corporate, Litigation and other teams across the firm, we help our high net worth clients achieve their goals, whether personal, business or philanthropic, in the most tax-efficient ways possible.

Our Tax team advises high net worth individuals and their families on:

  • Tax planning for federal, state and local income taxes
  • Wealth transfer planning
  • Tax aspects of charitable giving and philanthropic endeavors, including the establishment and maintenance of public charities, private foundations and other tax-exempt organizations
  • Multijurisdictional and international tax planning and structuring for U.S. citizens, U.S. residents, and non-U.S. citizens and residents, including tax aspects of cross-border wealth transfers, business transactions, immigration and expatriation
  • Income, estate and gift tax audits and controversies with the IRS and with state and local taxing authorities