1600 West End Avenue
Making the most out of our clients’ money starts with recognizing all the ways taxes can impact their financial future. Whether they’re focused on their retirement income, a business transaction, or the best way to pass on their wealth to their heirs & their favorite charities, understanding and efficiently managing any associated taxes is an important part of the process. Our tax planning covers:
The Liles Group’s tax planning capabilities are further supported by a dedicated team of attorneys & tax planning specialists. We regularly consult with our Advanced Planning Team for assistance with technical matters and for help creating tailored solutions for our clients’ most challenging problems.