Private Client Group

Recent News

Estate Planning: What You Need To Know About Step-Up in Basis

A common question for people estate planning or inheriting property…

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Tax Calendar: Key Deadlines for Businesses and Other Employers in Q2 2023

Here are some of the key tax-related deadlines affecting businesses…

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Watch Out for These Tax Scams This Season

The IRS is warning taxpayers to be careful they don’t…

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When it comes to your family, wealth preservation and protection are paramount. At Buchbinder, we take a holistic approach to tax planning by working with your team of advisors and developing strategies to enhance your legacy.

Increased exemptions and state law changes have created a desirable climate in regards to tax planning for high net worth individuals in regards to tax planning. Our tax partners provide an array of services from pre and postmortem planning and tax minimization to charitable giving.

Family Office Services

Managing the day-to-day administration of your family’s wealth can be overwhelming, but we make it a lot easier. Our partners are well equipped to handle a variety of specialized tasks to simplify your life and bring peace of mind. We offer a range of family office services, including:

  • Cash management and forecasting
  • Bill payment
  • Organizational structure selection
  • Structuring cash distributions
  • Risk management
  • Budget preparation
  • Employee benefit plan consulting

Buchbinder has offices in New York, New Jersey and Maryland, and provides services for high net worth individuals nationally.

Federal Estate & Gift Tax

Federal Estate & Gift Tax Services

When it comes to transferring your wealth, you need a trusted advisor by your side that understands how to minimize your tax liabilities during this process. The partners in our Private Client Group will assist you in taking inventory of your assets, review your will and trust documents, and help you identify your estate planning goals.

Tax Planning & Minimization Strategies
Fiduciary Income Tax Preperation
Fiduciary Accounting Services & Planning
Charitable Gift Planning
Succession Planning