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Private Client Tax Services

Personal Financial Planning

Enhance your financial success by working with the right tax partner.

You work hard to achieve financial success. It’s vital that you understand the planning opportunities that can contribute to achieving your personal and financial goals.

At every stage in your life, Smith + Howard is the right tax partner for you.

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Wealth Planning with Smith + Howard

We believe that planning for your wealth should be both professional and geared to your personal situation. Our unique approach means that decisions will be made in a tax-efficient manner that support your long-term financial plans. We will first come to understand you: your personal situation, your business situation, and your key objectives.

While every scenario is unique, our five decades of experience have given us the acumen and skills we need to plan for your successful future. There is often immense complexity involved in building a personal financial plan, especially when looking at making difficult decisions around major activities such as transitioning a business or developing an estate plan. We will guide you through the planning process, working with you to find the best approach taxwise that fits your needs. And we will monitor and reassess your plan as there are changes in the tax laws and in your life.

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The Personal Financial Planning Process

Getting Started

Financial planning is most effective when started at the beginning of your career. This is especially true for those desiring a prosperous future.

At this stage, protecting family and loved ones is often the priority of your financial plan and focuses on the following:

  • Growing your business
  • Securing the proper insurance
  • Completing estate documents
  • Saving for the future

All of these are addressed through a combination of effective financial and tax planning.

Our outstanding team can work together to run financial projections, navigate all of your tax savings opportunities, and advance your short and long term goals.

Building and Growing

Once you’ve firmly established your financial path, you have different decisions in front of you.

Your assets and your obligations have likely grown. You are also beginning to think more seriously about future planning and considering what it takes to get to the next stage, including:

  • A focus on savings and growing your wealth.
  • An evaluation of business continuation strategies or exit plans
  • Assessing financial and other life goals
  • Ongoing tracking of goals versus plans

Completing this process requires a complete review of all your business, investment and personal assets to determine what steps need to be taken now to reach your goals.

Providing you with the advice to enable your success will be our dedicated task as we continue to partner with you through this phase of your life.

Finishing Well

Once your finish line is in sight, it is important to continue to plan to ensure your success. As you near retirement, sell your business or begin to slow your professional growth, there are questions to be answered:

  • Have you developed and implemented a succession plan for your business?
  • Do you have a plan to transfer your wealth to the next generation?
  • Can you meet your charitable commitments?
  • Are your estate and legal affairs in order?
  • Have you addressed important healthcare issues and related funding?

Tax planning is a key factor in determining the best path for financial success later in your life.

Once you identify your unfinished financial goals, the next step is to review the structure that works for tax and financial purposes.

We will consider the options for you to reduce your tax burden both now and throughout the latter years of your life to ensure the lifetime success of your personal financial plan.

A Dynamic Duo:

Smith + Howard Tax and Smith + Howard Wealth Management

The award-winning Smith + Howard tax team works seamlessly with the advisors at Smith + Howard Wealth Management to provide you with an effortless working relationship, solving your challenges and finding new opportunities to save you tax dollars.

Our close-knit group gives you the best of both worlds: tax experts who understand personal financial planning and investments and a wealth management team that will keep all decisions aimed toward your goals.

The Smith + Howard family of companies stand ready to pave the way to develop and implement the best personal financial plan — the one that is right for you.

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A Firm of Distinction

15
Average years tenure of principles, managers, and partners
4,000 +
Tax clients globally served
3
Consecutive years recognized as Forbes Best Tax and Accounting Firm in America

Additional Private Client Services

Our services include:

  • Estate and gift tax planning
  • Family office services
  • Personal financial planning
  • Charitable giving
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Our roots going back over half a century were grounded in tax. Today, while we can serve every aspect of your business’ financial life, we still stand on a strong tax foundation.

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Let's Talk.

Contact us to learn more about how our private client tax services can help you.