Private Client


Our Private Client group caters to high net worth individuals, family groups, and corporate owners and executives of both public and private companies. We design solutions for their sophisticated tax issues.

 

Our Clients

Our private clients include executive teams of Fortune 500 companies, owners of closely held businesses, successful individuals, family office investment managers and bank trust departments. We work with clients as both a partner and a key member of their advisory team, collaborating with investment managers, lawyers, insurance professionals and other advisors to provide comprehensive income, estate and gift tax planning and compliance services.

 

Our reputation for thought leadership has made us the firm of choice for wealthy families and for the advisors with whom we work on mutual clients.  The advisory team knows we bring a thorough, creative and proactive approach to our clients’ tax matters.

 

Our expertise includes:

  • Income tax planning and consulting for wealthy individuals and their families
  • Equity based compensation arrangements, including stock option planning
  • Executive compensation and benefits planning
  • Estate and gift tax planning and consulting
  • Family trusts
  • Passive activity loss analysis
  • Retirement distribution planning

 

 

 

  • International tax planning and consulting
  • Alternative minimum tax planning
  • Charitable and philanthropic tax planning strategies
  • Family limited partnerships

Contact us for more information about our private client expertise.

 

Individual Tax Planning

Reducing current tax burden. Preserving wealth for future generations.  Supporting the causes and organizations you believe in. High-net-worth individuals and families have distinctive needs. At DGC, we bring a unique perspective that helps you meet those needs.

We provide you with broad knowledge, shoulder-to-shoulder collaboration, and a deep expertise in tax planning and compliance. We partner closely with you and your advisors to get to know your goals and objectives and develop creative ideas and comprehensive strategies to meet them. 

Our team is constantly on the search for new and smarter solutions because we are curious. So as tax regulations change or your personal needs evolve, we are ready to adjust your plan.

 
 
Services include:
  • Year-End Tax Planning and Multi-Year Projections
  • Income Tax Preparation
  • Charitable Tax Planning
  • Multigenerational Wealth Transfer
  • Planning for Tax Incentives and Credits
  • Planning for Stock Options and Restricted Stock Units
  • Planning for Alternative Minimum Tax (AMT)
  • Monitoring and Guidance Regarding Important Tax Legislation 
  • Coordination with Other Trusted Advisors

Trust & Estate Tax Planning

Your family’s wealth is a legacy to the future. Are you doing everything you can to manage, build, and protect it? DGC can help.

We bring a unique perspective to trust and estate planning. We partner closely with first generation wealth-builders to help them define their legacy. Our team of experts provides creative solutions for minimizing estate and other tax liabilities, maximizing giving and planned giving, and planning for an efficient transfer of assets. Because we’re in it for the long haul, we’ll be there with ongoing support and guidance to subsequent generations.

Specialties include:

  • Estate and Gift Tax Planning and Consulting
  • Retirement Distribution Planning
  • Charitable and Philanthropic Tax Planning Strategies
  • Family Trusts and Limited Partnerships
  • Business Succession Planning 
  • Estate, Gift and Trust Tax Planning and Return Preparation 
  • Generation-skipping transfer (GST) tax planning 
  • Charitable remainder trust (CRT) planning 
  • Coordinating with Other Trusted Advisors (e.g., attorneys, insurance consultants) 

International Tax

DGC provides international tax planning, compliance and consulting services to businesses as well as individuals. Our Commercial Business group assists clients with sophisticated tax issues related to compensation, business activities and investments. Our Private Clients group has a specialized Expatriate service team that works primarily with individuals. On an individual level, we service U.S. nationals working abroad and foreign nationals working in the U.S., as well as individuals who have international interests.

Some of the international services we provide include:

  • US income tax reporting of foreign business operations
  • Expatriate and foreign national tax services
  • Preparation of Foreign Bank Account Reports
  • Determination of Foreign Asset Tax Compliance Act reporting requirements
  • Business and individual consulting services
  • International Network

Our affiliation with Moore Stephens International Limited connects us with over 300 accounting and consulting firms in over 100 countries. This allows us, as a regional firm, to service our clients in an international capacity.

Individuals with International Interests

Globalization offers many opportunities for individuals to live and work outside their country of origin.  It also means significant challenges in terms of tax planning and preparation. How do you remain compliant with all the relevant tax laws? How can you avoid penalties? Or overpayments? At DGC, we provide you with the long-range perspective, shoulder-to-shoulder collaboration, and deep expertise in international tax planning and compliance.  

We partner closely with you to develop creative ideas and customized strategies to minimize taxes while maximizing exclusions and deductions. In addition to our comprehensive knowledge in this area, we also have access to a global network of technical expertise and best practices through our affiliation with Moore Stephens International Limited.

Our Specialties:

  • Tax issues for U.S. executives working and residing overseas
  • Tax issues for foreign executives working and residing in the U.S.
  • Tax issues for non-citizens immigrating to the U.S.
  • Tax issues for individuals considering expatriation from the U.S.
  • Gift, trust and estate considerations for non-citizens with U.S.-based assets
  • U.S. beneficiaries of foreign trusts
  • Income tax treaties and totalization agreements
  • Foreign tax credits
  • Subpart F and other anti-avoidance rules
  • Controlled foreign corporation issues
  • Passive Foreign Investment Company issues (PFICs)

Expatriate Taxation

International tax compliance can be complex, challenging, and stressful. Whether you’re an individual or an employer, we’ll partner with you to minimize your global tax obligations.
 
For individuals: We work with U.S. nationals working abroad and foreign nationals working in the U.S., as well as individuals with international interests. 

For employers: We can advise and administer expatriate tax programs anywhere in the world.

Services include:

  • Preparation of U.S. federal and state income tax returns
  • Preparation of Foreign Bank Account Reports (FBARs)
  • Coordination of local country tax preparation with international tax advisors
  • State residency and domicile issues
  • Pre-move consultations to discuss the impact of an international assignment
  • Social Security tax implications for U.S. expatriates and foreign nationals
  • International tax planning and consulting

Perspectives

Webinar Recording: “Benefit from Year-End Tax Planning Opportunities” - 11/15/17
Webinar Recording: “Benefit from Year-End Tax Planning Opportunities” - 11/15/17 11/15/2017

Our experts discussed what to expect this year, provided insights on opportunities you can take advantage of, and shared strategies about how to maximize benefits. Read more

Side by Side Comparison – House vs. Senate Tax Reform
Side by Side Comparison – House vs. Senate Tax Reform 11/13/2017

In an effort to highlight the differences between the House and Senate’s tax reform plans, we have compared them. We will continue to monitor the proposed legislation, and keep you updated as new information is available. Read more

Podcast: Mixed-Use Rental Properties
Podcast: Mixed-Use Rental Properties 10/30/2017

Have you ever thought about using your home as a vacation rental to make some extra income? If you aren’t careful, the potential tax ramifications may surprise you. That’s because Mixed-Use Rental Property rules come into play. Read more

2018 Updated Estate & Gift Tax Limits and 401k Measures Announced
2018 Updated Estate & Gift Tax Limits and 401k Measures Announced 11/03/2017

The IRS has announced Estate & Gift Tax Limits and 401k measures for 2018. Read more

What Our Clients Say About Us

DGC has that rare combination of both technical and interpersonal skills. Client service is key, and at DGC they understand the impact of excellence in delivery. They are able to take the technical information, think strategically, and articulate it in a non-technical way. They are highly responsive and helpful. When I ask a question they respond with substance and value.

John Gordan Partner & CFO Putnam Associates

The speed in which the financial statements were produced and the tight time frame which DGC completed the audit was refreshing. DGC had a comprehensive understanding of our business which minimized my need to respond to questions. The approach was collaborative and flexible.

Richard G. Barletta SVP, Finance and Administration InnoCentive, Inc.