Business Owners & High Net Worth Individuals

At FML, we understand that high net worth individuals and business owners have specific needs when it comes to tax planning and compliance. Providing this expert service often requires that we draw upon many of the skills honed within the other practices of FML. For example, our extensive experience in advising business clients with equity-based compensation plans directly benefits our individual clients that receive this type of compensation. We work closely with your investment and legal advisors to provide expert tax advice in areas of equity-based compensation; investments in passive and non-passive activities; appreciating assets such as real estate or family-owned businesses; retirement and more. Our services may include year-end tax planning, multi-state tax compliance, business succession planning, and representation before federal and state revenue departments. In addition, we are able to provide tax strategies to individuals and families for whom philanthropy is a critical part of both giving back, and paying the appropriate amount of tax. Beyond tax planning, the professionals at FML also serve as expert compliance advisors. Our track record for preparing the returns for business owners and executives in Fortune 500 companies also provides our clients the peace of mind that their returns are handled expertly and that they will ultimately pay the minimum federal, state and gift tax.

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