High-net-worth tax preparation often requires coordination across businesses, investments, rental properties, trusts, multiple states, capital transactions, and planning decisions.
Areas of Review
- business and partnership interests;
- real estate and passive activities;
- capital gains and losses;
- estimated taxes;
- trust and estate reporting;
- charitable giving;
- multi-state income;
- foreign accounts; and
- major transactions.
Discuss Your Tax Preparation and Planning Needs
Work with a Colorado attorney and CPA for coordinated business, individual, rental, and planning services.