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

Learn more about our tax services

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