Your partner for strategic tax & accounting services, independent advice and audit representation.
Our Services
Family Office Services
Bring organization and peace of mind to your family finances with Tax & Wealth Management, Inc. We provide turn-key family office administrative services supervised by experienced CPA professionals.
Our team of dedicated CPAs are experienced in handling your financial needs
Integration of family office services by a professional CPA firm
Estate tax planning and implementation
Charitable gifting strategies
Preparation of concise summary reports
Representation with respect to IRS and state tax authority audits
International reporting for US persons
Partnership and 754 basis adjustment matters
Our Mission
“We help people with complex investments and compensation arrangements simplify their lives by providing objective advice and independent tax and accounting services on a collaborative basis as part of a team of advisors.”
Brian has over 35 years of experience in managing the tax consulting and compliance needs of individuals, trusts, estates, exempt organizations and closely held businesses. He has extensive experience with gift, estate and generation-skipping taxes, and income taxation of fiduciaries and beneficiaries, including complex estate tax audits. His primary practice involves helping high net worth individuals preserve wealth through strategic income and estate planning.
Throughout his years of practice, Brian has first-hand experience with family dynamics, which helps him appreciate many of the non-financial issues that challenge his clients as they consider their financial options. Brian’s businesslike approach helps him provide his clients with creative, practical and understandable ways to achieve their family financial objectives.
Before starting Tax & Wealth Management, Brian was a Tax Partner at Arthur Andersen and PwC, where he served clients in the Personal Financial Services (PFS) Group.
Doug has over 20 years of experience in providing a wide range of tax planning and compliance services to high net worth individuals and their families. His areas of expertise include:
Individual and fiduciary income tax planning & taxation
Estate planning
Charitable giving strategies, including private foundations
Representing individuals, trusts, estates and partnerships on IRS and state tax examinations
Partnership and S Corporation income tax matters
Before joining Tax & Wealth Management, Doug was a tax director in a single family office for 5 years. Prior to that time, he was a vice president at McCormack Advisors International and a tax manager at Arthur Andersen and PwC.
Don has over 25 years of experience in providing tax consulting and compliance services for high net worth individuals and their families, executives and other professionals. He works almost exclusively with our clients who live and work in Bermuda on all tax matters including:
Tax planning and compliance for U.S. nationals working overseas
Tax planning and compliance for foreign nationals working in the U.S.
Pre-departure and post-assignment tax consultations
Reporting foreign financial accounts (FinCEN 114) and Form 8939 foreign disclosures
Assistance with inquiries from U.S. and foreign taxing authorities
Prior to working at Tax & Wealth Management, Don was a tax director for more than 16 years in a single family office.
George has over 10 years of professional experience and works primarily with high net worth individuals and their families, businesses, trusts, and other closely held entities to provide a wide range of accounting and tax services.
Prior to joining our firm, George spent 4 years in the audit practice at PwC working primarily on real estate clients. George graduated summa cum laude from The Ohio State University with undergraduate degrees in accounting and finance as well as a master’s degree in accounting.
