Financial statement preparation, tax return preparation, tax consulting, wealth management, estate planning, investment advisory, and personalized financial planning, tailored to the unique financial, tax, and accounting needs of high net worth individuals.
Strategic insights, personalized attention, and tax strategies designed to protect and grow substantial wealth.
At GreenGrowth CPAs, we excel in serving high net worth individuals with strategic insights and personalized attention. Our seasoned high net worth CPA experts provide tailored solutions for comprehensive tax planning and advanced investment strategies, ensuring your financial health and security.
We turn potential tax liabilities into growth opportunities, optimizing your tax strategy and safeguarding your wealth. With GreenGrowth CPAs, you have a trusted partner dedicated to enhancing your financial success and securing your legacy. For complementary federal tax strategy, see our federal tax planning services.
Experience peace of mind and make informed decisions confidently with our expert guidance across every dimension of your financial life.
Talk with our team about integrated tax, estate, and investment planning built around your wealth picture.
Decades of expertise across the high-value assets that define substantial wealth.
Managing substantial wealth comes with its own set of unique challenges and complexities. That is why it is crucial to align yourself with accomplished experts who can guide you through these evolving financial landscapes.
At GreenGrowth CPAs, we understand the intricate tax complexities that come with significant wealth. Our dedicated high net worth CPA team will help you avoid potential pitfalls while maximizing your tax strategy, so you can make wise decisions with accurate information for your financial future.
A full-service approach across assurance, tax, and advisory, built for the realities of substantial wealth. See our full outsourced CFO services and transaction advisory services.
Connect with our team about coordinated planning across tax, estate, and investment advisors.
Answers to common questions from individuals and families with substantial wealth.
A high net worth CPA becomes essential when your tax situation involves multiple income sources, complex investments, real estate holdings, business ownership, international assets, estate planning needs, or annual tax bills over six figures. Standard tax preparers often miss strategic opportunities and risk areas that specialized CPAs catch. Working with a high net worth CPA also coordinates tax, estate, and investment planning across advisors.
The Alternative Minimum Tax is a parallel tax system designed to ensure high earners pay a minimum tax amount regardless of deductions and credits. AMT primarily affects individuals with significant itemized deductions, incentive stock option exercises, or specific types of income. Strategic planning around timing of income, deductions, and ISO exercises can significantly reduce or eliminate AMT exposure.
Common estate tax strategies include lifetime gifting using annual exclusion and lifetime exemption, irrevocable trusts (GRATs, ILITs, dynasty trusts), charitable planning, family limited partnerships, generation-skipping transfer planning, and valuation discounts on business interests. The right combination depends on your asset mix, family situation, state of residence, and current federal exemption levels.
Succession planning addresses how wealth, business interests, and family assets transfer to the next generation or other beneficiaries. It includes estate tax planning, business succession structures, trust design, gifting strategies, family governance, charitable legacy, and coordination across legal, tax, and investment advisors. Effective succession planning starts years before the transition.
Yes, if you hold foreign assets, receive foreign income, have residency considerations, own foreign businesses, or have family members abroad. International reporting requirements (FBAR, FATCA, Form 8938, Form 5471) carry significant penalties for non-filing. Strategic planning around treaty positions, foreign tax credits, controlled foreign corporations, and entity structures can reduce overall tax burden and ensure compliance.
Private investment funds (hedge funds, private equity, venture capital) typically pass through tax characteristics to investors via Schedule K-1. Investors face complex issues including phantom income, character of gains (capital vs. ordinary), multi-state nexus, AMT preferences, qualified dividend treatment, carried interest, and timing of recognition. A high net worth CPA navigates these complexities and coordinates with fund accountants for accurate reporting.
Every wealth picture is different. Let's talk through where you are, what you need, and how we can help.
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