Don and his team are outstanding. They guided us through an increasingly complex tax situation this year, without any issues. Their availability and willingness to address our questions and concerns promptly was exceptional. I would recommend Private Tax Solutions to anyone looking to optimize their tax situation and maintain peace of mind.
Owning a business is one of the most rewarding ways to build wealth—and one of the easiest places to lose it to unnecessary taxes. From choosing the wrong entity to neglecting succession planning, small missteps can cost families a significant portion of their hard-earned legacy. Read More
Raising children is one of life’s richest experiences. It’s also one of the most expensive. From tuition and summer camps to braces and after-school activities, the costs add up quickly. Yet within those very expenses lies an often-overlooked opportunity: thoughtful tax planning. Read More
The great wealth transfer is already underway, and real estate is at the center of it. Baby boomers and the silent generation own close to $25 trillion in property, from primary residences to investment rentals and vacation homes. Over the next two decades, much of that will move to the next generation—and with it comes the […] Read More