For most families, taxes represent one of their 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.
Insight
Our advisors provide insight that clients need to make informed and better decisions with respect to their personal, fiduciary, and business affairs.
Alternatives
We continuously strive to offer cost-effective choices to those decisions. Simply put, we put the tax laws to work to our clients’ advantage.
Solutions
A high priority is placed on tax reduction through tax compliance and consulting services. Our expertise encompasses the full spectrum of tax matters that individuals and families 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