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Tax Planning

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:

  • Tax mitigation
  • Tax return review
  • Transaction tax analysis
    • Business transactions, recapitalizations, & dispositions
    • Disposition of equity compensation or concentrated positions
    • Roth conversions
    • Tax domicile changes
    • Net Unrealized Appreciation (NUA) distribution
  • Tax Deferral Strategies
    • Qualified Opportunity Funds
    • 1031/721 (UPREIT) Exchanges Using Delaware Statutory Trusts (DSTs)
  • Cash flow & Required Minimum Distribution (RMD) planning
  • Charitable giving strategies
    • Bunching strategies
    • Appreciated securities
    • Qualified Charitable Distributions (QCDs)
    • Donor Advised Funds/Family Foundations
  • Wealth transfer including trust, estate, and gift tax planning
  • Legislative updates
  • Asset location analysis


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.