DHG | Dixon Hughes Goodman LLP > Services > Tax

As our clients work hard to generate success and wealth, it is important that they look beyond their future and make plans accordingly so that their achievements remain in good hands. Though planning for the future and eventual inheritors can be complex and uncomfortable to face, wealth planning benefits are much greater if matters are confronted and handled sooner rather than later. Our Generational Wealth Planning team offers comprehensive services to help ensure that clients take advantage of wealth management-related opportunities.

Our clients face significant tax liabilities and difficult decisions on how to structure the transfer of family wealth to the next generation. We deliver potential solutions to these challenges. With three very thorough and client-specific phases, our Generational Wealth Planning team provides superior service that is tailored to the dynamic needs of our clients.

Estate Planning
Trust Planning
Gift Planning
Tax Planning with Insurance Trusts
Overall Wealth Asset Transfer Strategies
Business Valuation
Succession Planning

Experience

Our in-depth knowledge of estate and tax law dynamics affirms us as our clients’ trusted advisor and positions us to maintain the “quarterback” status needed to move most estate projects. DHG’s cohesive Generational Wealth Planning team allows clients to experience value while knowing they have the benefit of a team of credentialed tax, insurance and wealth advisors.

Knowledge Share

Treasury Proposed Regs Will Affect Your Estate Plans: Act Now

The long expected proposed regulations concerning the valuation of interests in corporations, LLC's, partnerships and other entities and arrangements for estate, gift and generation-skipping transf...

Transfers to Trust: Minimize Your Tax Exposure and Provide Comfort to Your Loved Ones

  The estate tax environment is one of volatility, particularly for high net worth individuals. Apart from the issues that stem from general income tax alone, the estate tax presents an independ

Estate Planning

DHG TV | Sep 18, 2014
More About | Generational Wealth Planning

"We get a true understanding of how our client's assets are structured and where they are going to end up."

Webinar Recordings

Year End Tax Planning for Private or Small Businesses and Individuals Webinar

Many taxpayers contemplate opportunities to minimize their income tax payments as the end of the year approaches and address potential traps and pitfalls to avoid. Tax planning is even more poignan...

Year End Tax Planning for Large Businesses Webinar

Many taxpayers contemplate opportunities to minimize their income tax payments as the end of the year approaches and address potential traps and pitfalls to avoid. Tax planning is even more poignan...

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