At Nowack, we work with you as your tax advisor and partner, as well as a key member of your financial team. We proactively collaborate with investment managers, lawyers, insurance professionals and others as your advisory team.
We provide creative and technical expertise in the following areas:
- Income tax planning
- Equity based compensation, including stock option planning including the impact of 83(b) elections
- Compensation and benefits planning
- Estate and gift tax planning
- Family trusts
- Captive insurance companies
- Passive activity loss analysis
- Retirement distribution designs
- International tax planning and consulting
- Alternative minimum tax consulting
- Charitable and philanthropic tax planning strategies
- Family limited partnerships
- Business formation / dissolution consulting
High net worth individuals and their families have particular financial planning, asset management and legacy concerns. The professionals at Nowack, help those individuals and families to better understand their financial outlook as well as to provide an objective sounding board and strategies to realize their long-term and far-reaching goals and objectives.
As a high net-worth individual, wealth management, estate planning and charitable gift giving are activities that require strategy and planning. At Nowack, we can help you define and control the risks inherent in achieving your financial goals.
We focus on the tax situation specific to California. Other firms may speak of a national broad range of topics, but they may not be sensitive to the particularly high tax rates in California. While there is no estate tax, California’s income tax structure is notoriously complex and sports one of the nation’s highest rates. So before looking out of state, consider a firm who lives where you do – a firm that reads the same newspapers and intimately understands the rules that impact you.
Nowack specifically focuses on the tax strategies and involve local experts to address each element of preserving your wealth. Whether it’s finding the best lawyers, investment professionals, insurance professionals, or bankers, we assemble the team based on your unique personal circumstances to give you the best possible client experience and the best possible results. Simply stated, we don’t try to be everything to everyone – we strive to be everything you have ever wanted in an accountancy firm.
