In the ever-evolving world of tax compliance, MBAF’s services go beyond basic tax planning and preparation of federal and state tax returns.

MBAF’s dedicated team of private wealth specialists work with high-net worth individuals and their families, businesses, and philanthropic goals. You’ll also appreciate our extensive experience dealing with the intricacies of U.S. international tax laws and how we can apply valuable tax-planning solutions tailored to you.

Individual and Closely Held Entities

Effective tax management is the foundation for managing your wealth. Tax planning and compliance for individuals, family-limited partnerships, and closely held entities is one of the core services we provide. Our professionals work with individuals and their families to design innovative planning techniques that preserve wealth and minimize taxes. Our expertise includes sales tax, state and local taxes, business valuation, international taxation, family wealth planning, business acquisitions and dispositions. We work closely with each of our clients to develop new opportunities and tax strategies to expand their businesses and minimize taxes.

We provide:

  • Business succession planning
  • Business valuations
  • Buy-sell agreements
  • Entity selection
  • Federal, state, and local tax return preparation and planning
  • Planning, implementation, and monitoring the accounting and compliance matters for family limited partnership
  • Representation before taxing authorities
  • Retirement planning
International Private Wealth

Our international tax team provides tax-minimization strategies help grow and preserve your wealth. We are experienced with U.S. international tax laws that affect affluent individuals, families, and closely held businesses as well as the taxation of foreign trusts, estates, and their underlying structures. Our team has experience helping clients resolve issues ranging from the utilization of foreign trusts, net capital loss carryovers, new foreign trust reporting rules, computations of foreign trust distributable net income (DNI), and the traps of accumulated trust income (ANI).

We provide:

  • Tax planning and compliance for U.S. beneficiaries of foreign trusts and U.S. persons receiving foreign gifts.
  • Offshore structure planning for corporations, partnerships, trusts, and private foundations.
  • Tax planning and compliance for expatriates and foreign citizens working in the U.S.
Tax Exempt Organizations

Tax exempt organizations have philanthropic goals that must be merged with complex tax laws and regulations. We assist non-profits with the most efficient way to structure and manage your organization and work closely to insure that the entities are compliant with federal and state operational and reporting requirements. MBAF has a dedicated team with extensive knowledge and experience in the non-profit arena allowing us to creatively assist with challenging situations facing your organization.

Our team focuses on your specific needs for:

  • Philanthropic Planning
  • Private Foundations and Public Charities
  • Tax Planning and Consultation

Our expertise is vast and we’d like to put our knowledge to work for you. Don’t hesitate to contact us now.