Expert income tax planning tailored to preserve your wealth.

Our trusted advisors provide personalized strategies so you can align your taxes with your financial goals and keep more of what you earn. We understand that no two individuals or families are the same. Whether you’re managing personal wealth, running a business, or planning for retirement, we tailor strategies to fit your unique financial situation.

Tax laws are complex and constantly changing. We evaluate the latest federal, state, and local regulations to ensure you’re not leaving money on the table. From charitable giving to stock option taxes, we cover every aspect of income tax planning, including cross-border concerns, state residency planning, and alternative minimum tax issues.

Our planning aligns with your broader financial objectives, such as estate planning, business succession planning, or retirement savings, helping you safeguard your wealth for years to come. With our expert team, you gain more than a tax planner. You’re working with a partner dedicated to your success, offering guidance that’s both professional and practical.

• • Who is this service for? Our income tax planning services benefit individuals, families, entrepreneurs, business owners, and executives seeking to minimize tax burdens and build long-term financial security.
  • What taxes do you handle? We cover federal, state, and local income taxes, as well as alternative minimum tax, net investment income tax, stock option tax, and more.
  • What results can I expect? With our expert guidance, you’ll gain clarity on your tax obligations, reduce unnecessary payments, and align your tax plan with your financial goals.

Make the Most of Your Stock-Based Compensation

Stock options and other stock-based compensation have the potential to significantly boost your net worth—but only if handled effectively. At Weinberg Partners, we specialize in helping founders, executives, and employees unlock the greatest value from their stock options while minimizing tax burdens.

By navigating the complexities of stock planning and incorporating it into your larger financial goals, you can secure a more stable financial future and optimize your wealth-building opportunities.

Here’s what we can help you achieve:

• • Understand the best time to exercise stock options.
  • Navigate the tax implications of stock-based awards.
  • Optimize strategies for restricted stock grants, ESPPs, ISOs, and more.
  • Reduce tax burdens by planning for capital gains, AMT, and other tax scenarios.
  • Incorporate stock-based compensation into retirement and estate planning.
  • Evaluate cost basis, federal and state tax payments, and AMT crossover opportunities.

Weinberg Partners understands that in order to achieve your personal and financial objectives, you require a coordinated approach to your tax, estate, and financial planning needs.

Our private client group works with individuals, business owners, executives, and family offices to understand their goals and then develop and implement strategies to help them achieve those goals and minimize current and future liabilities.

Our services include:

• • Personal tax preparation & planning
  • Multi-state tax compliance
  • Outsourced CFO services
  • IRS resolution & past-due tax returns
  • Family office support & operations