High Net Worth Individuals

Complicated. It’s the word most often associated with the tax returns for high net worth individuals and families. Fortunately, our professionals bring vast experience in helping clients maintain and protect hard-earned assets, while remaining compliant.

We offer services from personal tax planning, tax return preparation, and projections to providing quarterly tax estimates, making the complex an easier process.

Wagner, Kaplan, Duys, & Wood partners work closely with estate attorneys and financial advisers to prepare, develop, and execute comprehensive estate plans to protect and provide future financial security. They also oversee estate and trust tax return preparation.