High-Net-Worth Tax Planning Services

High-Net-Worth Tax Planning and Compliance Services

AE Tax Advisors · Tax Planning & Strategy

One coordinated review of your tax decisions

Business ownership, rental properties, investments and a planned sale can create overlapping decisions. Start by identifying the entities, income sources, records and deadlines that belong in the same review. The objective is a plan with clear assumptions and assigned responsibilities, not a promised savings amount.

Who should request a planning discussion?

This review is relevant to owners and investors coordinating several tax workstreams, or facing a significant transaction. Bring the specific decision and its deadline so the team can assess fit and define the appropriate engagement.

What to confirm in your written engagement

The entities, tax years and decisions included in the review.
Who prepares projections and documents the assumptions.
Who implements approved actions and coordinates with your existing CPA or other advisers.
Whether federal and state returns, amended filings or specialist work are included or separately priced.
The records needed, fees, responsible professionals and completion dates.

Review published fees and engagement scope and the AE Tax Advisors team. Confirm the professionals and work assigned to your own engagement before proceeding.

Choose the resource for your next decision

Prepare for the first discussion

Gather recent returns, current financials, an entity and ownership list, property schedules, available K-1s and transaction documents. List the decisions that remain open and the dates when they become fixed. Share sensitive records through the firm’s designated client process.

Published case studies show individual situations, not typical or guaranteed outcomes. Your facts, implementation costs and available documentation determine which options merit further analysis.

Discuss My Planning Priorities

Frequently Asked Questions

When does my business create nexus in another state?

Physical presence such as employees, inventory, or property generally creates nexus, and most states also apply economic nexus thresholds based on sales or transaction counts. Remote employees are one of the most common and least noticed triggers.

How do I change my state of residency for tax purposes?

By changing domicile in substance, not merely in form. States examine days present, location of the permanent home, family and business ties, licenses and registrations, and where the taxpayer's center of life sits. High-tax states audit departures aggressively.

How is income apportioned among states?

Most states now use a single sales factor, apportioning income based on the share of sales sourced to the state. Sourcing rules differ, particularly for services and intangibles, where states split between market-based sourcing and cost of performance.

What is the pass-through entity tax workaround?

A majority of states with an income tax permit a pass-through entity to elect to pay state tax at the entity level. The entity-level tax is deductible federally and avoids the individual state and local tax cap, restoring a federal deduction for the owners.