Tax Strategies

A comprehensive, integrated tax management plan is critical to the development of your overall wealth strategy and the achievement of your financial objectives. Taxes can be imposed at the individual, trust, estate and business-entity levels, and impact almost all aspects of your financial life, from business and investment income to wealth transfer and estate planning techniques.

Your Key Private Bank team, working with your tax professional, can help you develop an in-depth understanding of your individual tax exposures and situation. Our teams possess extensive knowledge of existing and proposed tax laws, which allows us to help you make informed decisions that reduce your tax liabilities while considering your particular investment, wealth accumulation and wealth transfer strategies and objectives.

Our Tax Consulting Services Include:

  • Estimating future income and transfer tax liabilities and recommending strategies to minimize impacts
  • Analysis and modeling of cash flow and income and transfer tax implications of business succession and wealth transfer plans
  • Assessing income and transfer tax implications of charitable giving strategies
  • Analyzing executive compensation packages and benefits
  • IRA and 401(k) beneficiary designation and distribution planning