High Net Worth Families

We frequently develop tax-planning strategies for high-net-worth families. We attempt to minimize their current taxes and develop a long-term strategic tax plan to minimize their ongoing taxes. In some cases, the plan may involve a non-resident aspect, an estate freeze, or the use of trusts. The plan may also focus on investment strategies, retirement plans, and uses of insurance.

Cadesky Tax Firm Brochure

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