Shape Created with Sketch.

High Net Worth Individuals

No matter where you are in your financial journey, building a successful portfolio doesn't mean having to pay more in taxes

Maximize Your Wealth Through Innovation

Navigating the complex financial terrain is a reality for high net worth individuals. Every major decision—from managing high annual income, selling businesses,  capital asset sales, and estate planning—brings its own nuances and headaches.  Some of these challenges include:

  • High Annual Income: Prosperity comes with tax challenges every year.
  • Selling a Practice: A transition that holds both emotional and fiscal implications.
  • Capital Asset Sale: Optimizing gains and reducing liabilities is paramount.
  • Estate/Retirement Planning: Future-planning introduces its own tax complexities.
  • Employee Retention Credit (ERC): sometimes called the Employee Retention Tax Credit or ERTC – is a refundable tax credit for businesses and tax-exempt organizations that had employees and were affected during the COVID-19 pandemic and may apply to your practice.

Enter TaxWealth. With specialized expertise, we guide you through these challenges, ensuring minimized tax burdens.  We’re able to help high net worth individuals like you through specialized strategies that leverage the tax code to minimize your tax burden including:

  • Innovation-Driven Solutions: Using experience and technology, we craft tax strategies tailor-made for medical professionals.
  • Harnessing the Tax Code: Unearth hidden tax opportunities, regardless of your financial challenge.
  • Collaborative Approach: A unified front with your team guarantees best results and holistic care.
  • Maximizing Returns: Benefit from IRS-compliant strategies designed for your specific tax scenario.
  • Second Opinion Tax Diagnosis: Offering a trusted reassessment of your tax strategies, mirroring the second opinions you provide to patients.

At TaxWealth, we comprehend the financial intricacies doctors face, ensuring your tax strategies yield results as commendable as the care you provide.


Second Opinion Tax Diagnosis™

The federal, state and local tax codes are multi-layered and even the best professionals may miss the opportunity to leverage…

Learn more

Capital Asset Sale

TaxWealth can help you solve the taxes triggered by the sale of a highly-valued residence, investment property, a closely-held business…

Learn more

Retirement and Estate Planning

Planning for retirement and estate planning go hand-in-hand as the need to maximize your income over time is just as…

Learn more
Tax Planning

Commercial Office Buildings

The owner of two office buildings with a combined value of $14.9 million wanted to sell but faced a major…

Learn more

Let's Talk

Thanks for stopping by! We're here to help, please don't hesitate to reach out.