High Net Worth Tax Planning

Florida wealth management services

Sexton & Schnoll provides complete estate and tax planning services for business owners, entrepreneurs, and other high net individuals. We show our clients how to simplify their complex financial lives and achieve their long-term monetary goals through strategic planning that is proactive rather than reactive. As a Certified Tax Planner with specialized tax expertise, we identify tax incentives, deductions, and loopholes that other CPA firms often miss.

Our high net worth tax planning services involve taking steps now that protect your assets and enable you to meet your personal financial objectives. To accomplish this, we'll build a comprehensive plan that safeguards assets throughout your life and transfers wealth to your beneficiaries with minimal tax implications. This proposal may include succession planning, estate planning, and charitable giving. As your wealth grows and your circumstances change, we'll adjust this plan accordingly so you always have the peace of mind of knowing that your family will be financially protected in the years to come.

Tax Coaching for Individuals

Our Florida CPA firm provides tax planning services for busy professionals, families with a large number of assets, and high net worth individuals. Call us at 352-336-1001 for your complimentary consultation today.

  • Tax planning strategies to preserve wealth
  • Estate planning
  • Trusts
  • Charitable giving
  • Asset allocation analysis
  • Business succession planning

certified tax coachMarc Schnoll has earned the special designation of being a Certified Tax Planner (CTP). This means he is a highly-trained tax planner with the ability to identify tax credits, deductions, and loopholes that the average CPA, accountant, or Enrolled Agent does not know how to find. Visit our tax Certified Tax Coaching website to learn more.