“Our family finances are quite complicated. With various real estate holdings, and private partnerships, Altum has guided me through complicated and changing tax regulations with patience, insight and foresight. Their creativity and diligence are unparalleled.”
Our attention to detail, breadth of insight and devotion to our clients is uncommon in the world of full-service CPA firms. Our highly specialized and hands-on professionals consider the full array of solutions as they bring best thinking to bear on your wealth.
Altum is independent, singularly focused and objective — we do not sell other services, such as audit services, and are not looking to invest your assets.
Tax planning is, at its heart, about protecting wealth. A proactive and comprehensive plan:
At Altum, we are deeply knowledgeable about more than just the evolving tax environment. We understand the markets, financial policies and regulations, trust and estate matters, and more.
Whether it’s supporting the causes you care about or planning for the next generation, careful planning can reduce transfer taxes, enhance control, ensure privacy and maximize the transfer of wealth.
We will work with your financial and legal advisors to help you frame your wishes, developing an effective estate and gift tax strategy. We will help ensure orderly administration of your estate and prepare future generations to receive wealth.
While tax rules around retirement plans are complex, they provide important tax deductions to help meet your retirement dreams. With significant tax deductions during your saving years and a variety of distribution options eligible for favorable tax treatment, our deep knowledge and years of experience can help you maximize wealth and income while minimizing taxes.
Our clients frequently face complex tax situations that require intricate planning. From restricted stock to real estate holdings to a closely held business, we have the insight to help you understand your options and ensure that you are taking full advantage of tax-saving opportunities. For clients interested in real estate and venture capital investment, we model and monitor partnership agreements for tax consequences and ensure compliance.
