Personal Tax Services

KMK routinely provides strategic tax advice to our business clients, who often face highly complex tax issues. On the personal side, we also provide clients with tax advice and strategic counsel for their individual situation. In fact, many clients who trust us to develop a personal tax strategy also have a business relationship with our firm.

For example, we help entrepreneurs, family-owned businesses or other business entities with their personal tax matters because we have a full-picture perspective of their needs. These clients receive an integrated personal tax strategy that includes, when necessary, the perspectives of other members of our firm in complimentary disciplines, such as securities law or estate planning and succession.

We appreciate the importance of listening to our clients and are dedicated to working with them to develop creative, desirable tax solutions for their current situation and for their long-term plans. Our lawyers are knowledgeable and experienced in all aspects of personal tax services and provide the following services:

• Handling estate, gift, generation-skipping transfer (GST), tax and income tax matters
• Designing and implementing plans that produce substantial tax savings
• Using charitable planning techniques to our clients’ best advantage