Creative is focused on reducing the taxes of our clients wherever possible.
Our team of in-house and affiliated entity CPAs, wealth managers, and attorneys work together to:
- Coordinate tax sensitive management of taxable accounts, where appropriate
- Make clients aware of legal options available to reduce or eliminate death and estate taxes
- Work with clients to reduce income taxes
- Provide consulting services regarding closely held private stock, concentrated publicly traded stock positions, stock option programs, and employee stock programs
- Provide tax advice regarding real estate investments and transactions
- Prepare tax returns