Entrepreneur / Investor

Tax Planning and Compliance

Tax planning is a critical part of your total financial planning process. The businesses you own may represent a significant part of your investment portfolio, which calls for tax planning that successfully integrates business and personal tax strategies for more effective wealth preservation.

Managing future tax liability and risk

You may also have substantial investments in enterprises you do not directly control, making a proactive stance toward changing legislative, regulatory and market conditions essential to managing future tax liability and risk. Global investments, partnerships, family ownership, and your estate planning goals add additional variables and complications.

This process moves forward with a deep understanding of all of your assets, your progress toward your exit value objectives and how this integrates with your overall wealth accumulation goals.

Other Tax Planning & Compliance Services Include:

• Individual tax planning
• Tax accounting method services
• Expatriate and foreign national tax planning and compliance
• Tax audit defense and client representation
• State and local tax planning

Accounting Services and Solutions

We have extensive experience in combining personal accounting services and outsourced accounting for portfolio companies. Our accountants and advisors can work with you on an individual basis and support your portfolio companies’ internal accounting departments. We can also support all of your accounting systems and processes, including bookkeeping, payroll services, tax preparation, and financial statement preparation.

Audit and assurance

We also offer audit and assurance services for companies in various industries.  The Firm is registered with the Public Company Accounting Oversight Board and is a member of the AICPA Center for Audit Quality.

• Audits, review and compilations
• Employee benefit plan audits
• SEC services
• Statutory financial audits
• International Financial Reporting Standards

Business Strategy, Management and Planning

We give a single point of contact for a dedicated group of professionals who work across multiple service lines — advisors with real world, industry-specific experience who can integrate your personal strategy with your deal making, business operations and exit value objectives.

Our business strategy services run from the point where you start thinking about a deal through company ownership to exit. We coordinate our services to help mitigate risk and protect your personal interests. We can also work with your legal counsel to set up family limited partnerships and irrevocable trusts.

We’re provided advisory services throughout the transactional lifecycle for enterprise values ranging from $2 million to $1 billion.

• Industry-specific experience
• One point of contact for multi-disciplinary resources
• Transaction advisory services
• Exit strategy services
• Succession planning

Wealth Management and Financial Planning

Our private client services include wealth management and financial planning with Dixon Hughes Goodman Wealth Advisors LLC, a wholly owned subsidiary of Dixon Hughes Goodman.

More principled wealth management^®

The foundation of any advisor-client relationship must be anchored in an unconditional, unwavering trust. Every aspect of Dixon Hughes Goodman Wealth Advisors' wealth management process adheres to this principle.

More principled compensation

Dixon Hughes Goodman Wealth Advisors is a fee-only advisor and the principles behind that form the foundation of their business. They accept no commissions, outside fees or third-party payments, so the decisions they make about your portfolio are made with your best interests in mind.

Their relationship with you is built on trust. They build that trust by offering unbiased, objective investment advice — advice that avoids any appearance of impropriety.

More principled and resourceful investing

The principles of Nobel Prize-winning Modern Portfolio Theory guide the firm's decisions on your behalf. Modern Portfolio Theory has shaped U.S. trust law and is a chosen approach of some of the world's largest endowments, pension funds and foundations.

More principled client service

Your relationship with Dixon Hughes Goodman Wealth Advisors begins with a comprehensive evaluation of your needs. The firm reviews all aspects of your financial life to ensure that your investment portfolio dovetails with your life's goals and objectives.

• Fiduciary Standard of Care
• Fee-only investment advisory services
• No conflicts of interest
• Nobel Prize-winning investment methodology
• Relationships built on trust and service
• Institutional investment vehicles unavailable to most retail clients

Retirement Planning

Retirement planning for high net worth individuals has multiple objectives, but one is fundamental — to ensure sufficient income for future needs while maintaining an existing lifestyle for an indeterminate number of years.  This demands more sophisticated evaluations and management, particularly with a high level of income consumption.

In our experience, wealthy clients have the same basic concerns as anyone considering retirement.  However, retirement planning for high net worth individuals demands more sophisticated evaluations and management, particularly with a high level of income consumption. 

Low management fees

We work with our colleagues at DHG Wealth Advisors to ensure that your retirement portfolio is governed by key strategies — asset-class diversification to mitigate risk, dampen volatility and allow for cash flow.

• Single-source planning
• Minimize tax exposure
• Improve cash flow
• Minimize market risk
• Integration with wealth management and estate services

Estate, Gift and Trust Services

We call on the experience and capabilities of the Firm's Generational Wealth Planning Group, a team of experienced tax, insurance and wealth advisors, to structure estates in ways that reduce significant tax liabilities, minimize expenses and transfer family wealth to the next generation.  We can help plan, design, implement and administer your estate, navigating complex business and individual income tax laws with traditional and non-traditional vehicles.

Minimize cost and tax liabilities

We can recommend various gifting and wealth transfer tools to distribute your assets. These include wills and beneficiary designations — a vital step to carrying out your wishes, as state law determines asset distribution in the absence of a will. Our accountants and advisors can work with you and your attorneys to define or revise your goals and name the executor of your estate. Sharing your estate, gift and trust goals with our tax advisors allows us to recommend strategies to minimize the costs and tax liabilities associated with transfers of substantial wealth. 

• Planning, design, implementation and administration
• Uniform trust code compliance
• Trusts, charitable trusts and foundations
• Intra-family loans and sales
• Life insurance planning and placement with Dixon Hughes Goodman Agency LLC