Overview | Investment Advisory | Income Tax Planning & Compliance | Retirement Planning

Estate Planning | Charitable Giving | Insurance Planning | Family Office Services

Client Services Quick Links

Overview

Investment Advisory

Income Tax Planning
& Compliance

Retirement Planning

Estate Planning

Charitable Giving

Insurance Planning

Family Office Services


Income Tax Planning & Compliance
For high net worth individuals, The Fairman Group delivers comprehensive and forward-looking tax planning services that are integrated with your overall wealth management strategy. Our team of advisors draws upon its vast experience to create tax strategies that address your financial goals efficiently and thoroughly, consider cash flow requirements, and support your retirement, estate and charitable giving plans. Our individual tax services include:

  • Proactive tax planning with multi-year projections
  • Preparation of federal, state and local tax returns, and assistance with estimated tax payments
  • Strategies designed to help reduce your tax burden
  • Tax-sensitive investment approaches
  • General tax consultation on business entity planning and other issues