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Individual tax · High net worth
Business sales, equity compensation, investment portfolios, real estate, trusts and family gifts all interact. We coordinate with your wealth advisors and attorneys so every decision is made with the tax picture in view.
Serving United States, Virginia, Washington, DC, Maryland.
What we handle
High-income families face the 3.8% net investment income tax, alternative minimum tax on incentive stock options and the highest capital gains rates, plus state income tax. Timing sales, harvesting losses, choosing which lots to sell and using qualified small business stock can change the result substantially.
Charitable strategies such as donating appreciated stock, donor-advised funds and charitable trusts reduce tax while supporting causes you care about. The 2025 tax law set the federal estate and gift tax exemption at $15 million per person from 2026, indexed for inflation, which makes lifetime gifting and trust planning a priority for many families.
Speak with an advisorWhere we help
A 3.8% tax on net investment income above threshold amounts.
The basic exclusion amount, set at $15 million per person from 2026 and indexed.
Gifts of appreciated long-term stock are generally deductible at fair market value.
Exclusion of gain on qualified small business stock, expanded for stock issued after July 4, 2025.
Our approach
A senior advisor reviews your facts and documents.
Scope, fees and timeline in an engagement letter.
Returns, elections and forms prepared and reviewed.
IRS contact and planning all year.
Questions
If your question isn't here, call (703) 880-8412 and you'll reach a person.
Options include spreading sales over years, harvesting losses, gifting shares to family or charity, and using installment or exchange structures where they fit.
With a $15 million per person exemption from 2026, many families have room to gift. Whether to do so depends on your estate size, liquidity and goals.
Yes. We prepare Forms 1041, 709 and related state filings.
Yes. We coordinate directly with wealth managers and attorneys.
Latest updates
Authorized representatives can now make balance-due, amended return, extension, proposed assessment and federal tax deposit payments for business clients online. Appropriate authorization for the client and tax matter is required.
Source: IRS (IR-2026-134)
For 2027 the joint-return standard deduction rises to $33,200, the estate tax basic exclusion to $15,480,000, the annual gift exclusion to $20,000 and the Section 179 expensing limit to $2,640,000. Our advisors recommend revisiting year-end gifting and equipment purchase plans with these figures in mind.
Source: IRS (IR-2026-133)
All 6,576 nominated census tracts, including 2,594 rural tracts eligible for enhanced benefits, become Opportunity Zones on January 1, 2027 for ten years. Investors with capital gains should review the new map before committing funds.
Source: IRS (IR-2026-132)
Related
Tax planning and preparation for executives, business owners and high-net-worth families: multi-state residency, rental real estate, trusts and estates, and cross-border matters.
Learn moreHeadquartersAddress, local tax issues and the full range of services in Northern Virginia.
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Tell us what you're facing. A senior advisor will reply within one business day with a clear next step.