Individuals and Families
Providing innovative tax solutions and accurate tax preparation techniques can have a profound affect on your personal and business financial performance. Our wide range of tax compliance and planning services are designed to maximize tax savings, minimize your risk, provide you with peace of mind, and plan for the future.
LvHJ supports executives, owners, entrepreneurs and the partnerships and family members connected to complex businesses and investments. For example, we can support the structuring and tax treatment of real estate holdings as well as assist in the buying, selling or exchange of those assets. We have consulted on gift and estate planning, business succession and other individual planning.
Our work with younger family members has supported timely and successful business and wealth transfers as well as optimal management of their assets and investments. We also support multi-tiered, non-family partnerships with tax, compliance and other financial consulting.