For most families, taxes represent one of the largest recurring expenditures and are a significant impediment to wealth accumulation. The personal tax consultants at MFA believe that intelligent tax planning is an efficient means of maximizing cash flow to help people meet their financial objectives. We work closely with you and your advisors to design a customized plan to ensure your finances are structured efficiently and effectively, thus minimizing the amount of taxes you pay over time.
Our advisors provide the insight you need to make informed and better decisions with respect to your personal, fiduciary, and business affairs. A high priority is placed on tax reduction through tax compliance and consulting services and MFA’s expertise encompasses the full spectrum of tax matters that you and/or your family may encounter including the taxation of:
- Family Trusts and Beneficiaries
- Investors and Investments
- Retirement Plan Assets
- Pension Benefits
- Capital Gains Transactions
- Estates and Estate Trusts
- College Funding Assets
- Multi-Generational Asset Transfers and Gift Taxes
- Legacy Planning and Estate Taxes
- Charitable Trusts
- Private Business and Shareholders
- Financial Products and Derivatives
- Employee Benefits
- Insurance
- Expatriates and Foreign Nationals
- Private Foundations
- Executives and Equity Based Compensation Plans
- Multi-State Taxation