Strategies for affluent families and individuals

Affluent Families, Individuals and Entrepreneurs have a unique ability for creating family wealth. Saville has the experience necessary to help your family navigate complicated tax issues through innovative tax planning and strategy. Whether your concern is income tax, estate, gift, or trust related our expertise will help your family with proactive planning and compliance.

This experience includes:

  • Federal and state individual tax preparation
  • Tax minimization strategies
  • Federal and state audit representation
  • Residency audit representation
  • Retirement planning
  • New and existing business consulting

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