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 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.
Contact us for more information about our private client expertise.
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.
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:
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:
Our affiliation with Moore Global Network 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.
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 Global Network Limited.
Our Specialties:
For employers: We can advise and administer expatriate tax programs anywhere in the world.
Services include:
Richelle Maguire, CPA, MST, AEP and Scott Treacy, CPA discussed decisions you need to make before year-end, such as charitable giving, gifting, and information for self-employed individuals. Read more
Accounting for inflation, some amounts increased slightly, while others stayed at 2019 levels. These newly adjusted figures must be considered when you put together your 2019 year-end tax plan. Read more
Once the calendar turns to November, it’s important to consider creating a charitable giving plan as a way to reduce your tax obligations while supporting the philanthropic organizations that are important to you. Read more
While several clear strategies and tactics emerged during the first tax filing season under the Tax Cuts and Jobs Act, 2019 and subsequent years bring potential twists that should be considered. Read more
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.
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.
