F.J. Basile CPAs, PC

• INDIVIDUAL AND FAMILY WEALTH PRESERVATION AND MANAGEMENT close INDIVIDUAL AND FAMILY WEALTH PRESERVATION AND MANAGEMENT When it comes to ​family wealth management,​ the goal of our ​financial planners is to develop a comprehensive e​state plan that is consistent with our clients’ wishes in an effort to guide them and their families toward preserving greater wealth for many generations
• Full Suite of Services
• Our team of professionals do more than simply prepare income tax returns and initiate e​state plans
• We provide a variety of wealth management services and work cohesively with our clients and their financial planners and attorneys to achieve the desired income tax planning and estate tax planning goals and objectives utilizing intensive, long-term wealth preservation strategies
• Continual Oversight
• While some wealth management firms just “set it and forget it,” we continually adjust course as needed by consulting, on each client’s behalf, with everyone involved in the process

INDIVIDUAL AND FAMILY WEALTH PRESERVATION AND MANAGEMENT

When it comes to ​family wealth management,​ the goal of our ​financial planners is to develop a comprehensive e​state plan that is consistent with our clients’ wishes in an effort to guide them and their families toward preserving greater wealth for many generations

• Full Suite of Services
• Our team of professionals do more than simply prepare income tax returns and initiate e​state plans
• We provide a variety of wealth management services and work cohesively with our clients and their financial planners and attorneys to achieve the desired income tax planning and estate tax planning goals and objectives utilizing intensive, long-term wealth preservation strategies
• Continual Oversight
• While some wealth management firms just “set it and forget it,” we continually adjust course as needed by consulting, on each client’s behalf, with everyone involved in the process
• TRUST, ESTATE AND GIFT TAX PLANNING & CONSULTATION close TRUST, ESTATE AND GIFT TAX PLANNING & CONSULTATION This phase of the professional services that our Firm performs is without a doubt t​he most important and significant service required for w​ealth preservation and the development of individually designed t​rusts and estates​ for high net worth clients
• ​ Save Dramatically Through Smart Estate Tax Planning
• ​ By preparing an exclusive, strategic estate plan for each of our clients and their families and combining it with our t​ax planning services, we are able to demonstrate a wide range of estate tax savings plans that extend beyond the current generation
• Embrace Sound E​state Planning t​o Achieve Goals
• T​ax attorneys and our Firm’s CPAs work in tandem to adapt these plans based upon each client’s wishes, desires, family income requirements, asset allocations, health considerations, future income streams, and business succession considerations

TRUST, ESTATE AND GIFT TAX PLANNING & CONSULTATION

This phase of the professional services that our Firm performs is without a doubt t​he most important and significant service required for w​ealth preservation and the development of individually designed t​rusts and estates​ for high net worth clients ​

• Save Dramatically Through Smart Estate Tax Planning
• ​ By preparing an exclusive, strategic estate plan for each of our clients and their families and combining it with our t​ax planning services, we are able to demonstrate a wide range of estate tax savings plans that extend beyond the current generation
• Embrace Sound E​state Planning t​o Achieve Goals
• T​ax attorneys and our Firm’s CPAs work in tandem to adapt these plans based upon each client’s wishes, desires, family income requirements, asset allocations, health considerations, future income streams, and business succession considerations
• INCOME TAX PLANNING & COMPLIANCE CONSULTING close INCOME TAX PLANNING & COMPLIANCE CONSULTING For many decades we have successfully navigated our clients through each tax year, utilizing high­-level t​ax planning strategies to minimize all types of income tax liabilities through comprehensive and strategic i​ncome tax planning
• ​ But we’re more than just an income tax service o​r c​onsulting firm
• ​ We also provide each of our clients with: Knowledge to Reduce Income Tax Liability
• With ever­changing state and I​RS tax laws,​ it is imperative that our high net worth clientele be advised of changes that directly impact their personal finances, their businesses, and their families in an effort to reduce their overall income tax liability​ and exposure
• Compliance Consulting
• W​e also strive to be assured that our clientele are 100% aware of and compliant with the myriad of t​ax laws and related changes that evolve

INCOME TAX PLANNING & COMPLIANCE CONSULTING

For many decades we have successfully navigated our clients through each tax year, utilizing high­-level t​ax planning strategies to minimize all types of income tax liabilities through comprehensive and strategic i​ncome tax planning ​ But we’re more than just an income tax service o​r c​onsulting firm ​ We also provide each of our clients with:

• Knowledge to Reduce Income Tax Liability
• With ever­changing state and I​RS tax laws,​ it is imperative that our high net worth clientele be advised of changes that directly impact their personal finances, their businesses, and their families in an effort to reduce their overall income tax liability​ and exposure
• Compliance Consulting
• W​e also strive to be assured that our clientele are 100% aware of and compliant with the myriad of t​ax laws and related changes that evolve
• GUIDANCE ON FAMILY OFFICE SERVICES & IMPLEMENTATION close GUIDANCE ON FAMILY OFFICE SERVICES & IMPLEMENTATION Our Firm maintains extensive knowledge of the Family Office concept that many families have adopted over the past several years
• Families requiring these types of specialized family office services​ are seeking a comprehensive plan developed to: Ensure exceptional investment management Supervise business ownership affairs Coordinate all legal affairs including estate planning Perform all functions of accounting and income t​ax consulting ​and planning Manage home(s) Accomodate travel Manage airliners & yachts Our planning teams and t​ax consultants work in conjunction with a multitude of various professionals who can accommodate our clients’ requests for these services all from one central location
• Our clients count on us for our convenience, intense knowledge, and extensive experience with family offices
• ​

GUIDANCE ON FAMILY OFFICE SERVICES & IMPLEMENTATION

Our Firm maintains extensive knowledge of the Family Office concept that many families have adopted over the past several years Families requiring these types of specialized family office services​ are seeking a comprehensive plan developed to:

• Ensure exceptional investment management
• Supervise business ownership affairs
• Coordinate all legal affairs including estate planning
• Perform all functions of accounting and income t​ax consulting ​and planning
• Manage airliners & yachts Our planning teams and t​ax consultants work in conjunction with a multitude of various professionals who can accommodate our clients’ requests for these services all from one central location Our clients count on us for our convenience, intense knowledge, and extensive experience with family offices ​
• PHILANTHROPIC GUIDANCE AND IMPLEMENTATION PLANNING close PHILANTHROPIC GUIDANCE AND IMPLEMENTATION PLANNING Our Firm helps many charitably-­inclined clients maximize their allowable charitable deductions while providing very generous gifts to the worthwhile organizations they designate
• Our skilled team is pleased to assist with: Charitable Contributions
• W​e assist our clients in determining the most beneficial amounts, allocations, and timing for their charitable donations, ​helping to make a difference in ways that make the most sense for each client’s estate
• Charitable Foundations
• We also coordinate the development and formation of family charitable foundations for those clients desiring to participate in a wide variety of charitable options that are available
• Charitable Tax Deductions
• With our guidance, we have assisted our clients in accomplishing meaningful charitable goals while achieving advantageous income tax deductions ​and e​state tax deductions
• ​

PHILANTHROPIC GUIDANCE AND IMPLEMENTATION PLANNING

Our Firm helps many charitably-­inclined clients maximize their allowable charitable deductions while providing very generous gifts to the worthwhile organizations they designate Our skilled team is pleased to assist with:

• Charitable Contributions
• W​e assist our clients in determining the most beneficial amounts, allocations, and timing for their charitable donations, ​helping to make a difference in ways that make the most sense for each client’s estate
• Charitable Foundations
• We also coordinate the development and formation of family charitable foundations for those clients desiring to participate in a wide variety of charitable options that are available