WTAS provides a broad array of services to individuals and fiduciaries, including income tax planning and compliance, private accounting solutions and fiduciary consulting services.

Individual income tax planning and compliance

WTAS professionals have extensive experience in helping high net worth individuals with personal income tax matters, including:

• Tax return preparation using proprietary methodology designed not only to ensure accuracy but also to identify tax planning opportunities
• Quarterly tax projections designed to ensure timely filings, protect against interest and penalties, facilitate cash-flow management
• An emphasis on multi-year tax planning to minimize the Alternative Minimum Tax as well as adverse effects of tax rate volatility
• Tax planning for international individuals and families
• Representation and support in IRS or state tax audits
• Extensive experience in corporate executive counseling and planning, including retirement analysis, stock options, and benefits
• Compensation planning, including deferred compensation and IRC Sec. 409A considerations
• Multistate individual taxation, including residency issues, income-sourcing and minimization of state and local taxes
• Integration of charitable gift planning
• Integration of income tax planning and compliance with partnership, corporate and charitable entities so that all services are coordinated with an awareness of the total tax and financial situation
• Identification of tax-efficient opportunities for single stock concentration and diversification issues
• Consultation regarding advantages/disadvantages of derivative products, including cost, structure and tax treatment
• Planning for carried interests

Private Accounting Solutions

WTAS also provides ongoing private accounting services to individuals and their affiliated entities, ranging from simple bill paying to full financial reporting. We also provide a full range of services to family offices.

Fiduciary Consulting Services

WTAS provides comprehensive fiduciary compliance and consulting services to institutions, families and individuals, including:

• Tax compliance for trusts, estates and foundations, as well as trust and estate administration
• Assistance with structuring trusts and foundations as part of overall wealth transfer planning
• Consultation on transactional planning for trusts and estates
• Assistance to non-institutional trustees and executors in understanding the roles and responsibilities of the trustee/executor
• Domestic and international fiduciary planning