TOP 30 Estate tax minimization in Texas

102 results found

Edelman Financial Engines is a leading financial institution located at 207 East Shore Drive in The Woodlands, Texas, United States. Specializing in finance, Edelman Financial Engines offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to personalized service, Edelman Financial Engines is dedicated to providing top-notch financial guidance and support to its clients.

Merrill Lynch Financial Advisor Barry W Smith III is a finance institution located at 800 Capitol Street in Houston, Texas, United States. At The Smith Wealth Management Group, they offer a distinctive, multi-generational approach to wealth management that is personal, comprehensive, and meaningful. They focus on managing not just your money, but also your decisions around money. The team at The Smith Wealth Management Group works closely with clients to address their specialized financial needs, serving a diverse clientele including active and retired physicians, corporate executives, consultants, and multiple generations of families. They provide planning-based approach, working closely with clients, their spouses, and adult children to optimize tax efficiencies and align financial and tax minimization strategies. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, delivering sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. With a collaborative team approach and personalized service, they aim to provide clients with a unique and tailored financial experience. The team at The Smith Wealth Management Group has extensive knowledge and an uncommon perspective in accounting and institutional investing, offering clients the expertise needed to build and preserve solid, long-lasting wealth. They focus on creating investment strategies that align with clients' personal goals for retirement, ensuring that clients are well-informed and comfortable with their portfolios. The team also places a strong emphasis on tax management, developing strategies for tax minimization, legacy planning, and estate planning to meet clients' current and future needs. Supported by the global resources of Merrill Lynch, the team at The Smith Wealth Management Group is dedicated to building strong client relationships based on trust and personalized service.

The Merrill Lynch Financial Advisor Barry W Smith Jr, located at 800 Capitol Street in Houston, Texas, takes a distinctive, multi-generational approach to wealth management. The Smith Wealth Management Group believes in managing not just your money, but also your decisions around money. They work closely with clients such as active and retired physicians, corporate executives, consultants, and multiple generations of their families to create personalized financial strategies that fit like puzzle pieces. With a focus on planning-based approaches and regular communication with clients, the team at The Smith Wealth Management Group aims to provide sophisticated, risk-managed investing and tax-efficient wealth preservation and transfer. Barry Jr's background as a CPA brings a high level of tax awareness to the team, allowing them to identify, optimize, and maintain clients' tax efficiencies. The team collaborates with clients' CPAs and tax attorneys to align financial and tax minimization strategies that benefit generations of families. The team at The Smith Wealth Management Group offers engaging and memorable experiences to clients, with a focus on understanding each client's unique circumstances, preferences, achievements, and ambitions.

Bank of America Private Client Advisor Michael E Rogala, located at 800 Capitol Street in Houston, Texas, is a Senior Vice President and Private Client Advisor at Bank of America Private Bank. With over 25 years of financial experience, Michael leads a team of specialists dedicated to designing and delivering customized wealth management strategies for ultra-high-net-worth clients. They offer services such as investment management, asset preservation, tax minimization, trust and estate planning, and more. Michael and his team prioritize transparency, personalized service, and collaboration with external advisors to help clients achieve their financial goals. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, using a personalized approach and resources to meet the financial objectives of individuals, families, businesses, and institutions. They strive to provide disciplined financial strategies and innovative solutions in a constantly evolving financial landscape. Important notice: By visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck for further information. Please consult your legal and tax advisors before making any financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Edward Jones - Financial Advisor: Michael A Cevallos is a trusted finance institution located at 102 West 2nd Street in Deer Park, Texas, United States. As a dedicated financial advisor, Michael A Cevallos provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Michael A Cevallos is committed to providing expert guidance and support to help clients navigate the complexities of the financial market. Whether you are planning for retirement, saving for college, or investing for the future, Michael A Cevallos is here to help you make informed decisions and secure your financial future.

Discovery Point Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 1300 Hercules Avenue in Houston, Texas, United States. With a focus on financial planning, tax, investment, and business planning strategies, our experienced team has successfully guided clients through various economic challenges such as the tech bubble, the great recession, and the recent COVID pandemic. Our goal is to provide holistic advice and proactive communication to help simplify our clients' finances and assist them in achieving their financial goals. Our services are tailored to each individual's needs, and we are committed to helping our clients feel confident about their financial future. If you have questions or would like to schedule a complimentary initial consultation, please get in touch with us. Background and qualification information can be found on FINRA's BrokerCheck website. Our team is dedicated to helping clients navigate the complexities of the financial world and we strive to provide personalized advice to help them reach their goals.

Thomas Williams CPA is a reputable accounting firm located at 901 Northeast Interstate 410 Loop in San Antonio, Texas. With a team of experienced and knowledgeable certified public accountants, we provide a wide range of services including tax preparation, financial planning, and audit services for individuals and businesses. Our commitment to excellence and client satisfaction sets us apart from the rest. Trust Thomas Williams CPA for all your accounting needs.

Infinite Wealth Services is a leading accounting and finance institution located at 8240 Antoine Drive in Houston, Texas, United States. With a team of experienced professionals, we specialize in providing personalized financial solutions to help individuals and businesses achieve their financial goals. From tax preparation and bookkeeping to investment planning and wealth management, our comprehensive services are designed to maximize wealth and minimize financial stress. Contact us today to learn more about how we can help you secure a prosperous financial future.

Cutmytaxes is a premier tax consulting firm located at 2200 North Loop West in Houston, Texas. Our team of experienced tax professionals is dedicated to helping individuals and businesses minimize their tax liabilities and maximize their savings. We offer a wide range of services, including tax planning, preparation, and representation before the IRS. With our expert guidance and personalized approach, we strive to ensure that our clients pay only what they owe and nothing more. Trust Cutmytaxes to help you navigate the complex world of taxes and keep more of your hard-earned money in your pocket.

JBCombs CPA, PLLC is a finance institution located at 10815 Ranch Road 2222 in Austin, Texas, United States. The institution offers tax return services with a focus on accuracy, audit protection, and minimizing tax liability. They strive to make the process smooth and painless through virtual meetings, electronic questionnaires, digital signatures, secure file sharing, transparent pricing, and online invoicing and payments. In addition to tax preparation, JBCombs CPA, PLLC offers proactive tax planning to ensure clients are tax efficient. They also specialize in retirement planning, helping clients navigate the complexities of various retirement plans to maximize assets. Estate planning services are also available to help clients create a plan that considers tax implications, family dynamics, and changes in financial situations or laws.

Christex is a finance institution located at 168 U.S. Highway Business 96 in Buna, Texas. They specialize in business solutions, tax services, notary services, and estate planning. The staff at ChristexPrime are experienced tax professionals who stay up-to-date on IRS codes and rulings to ensure the best possible outcome for their clients. They offer personalized service and have a track record of satisfied clients who return year after year. In addition to tax services, Christex also offers estate planning services to minimize taxes and ensure assets are distributed according to your wishes. As a Texas Notary, they can administer oaths, acknowledgements, and certify documents. They emphasize the importance of making a will and having a financial and medical power of attorney to protect your assets and ensure your wishes are followed. Christex also offers business organization services, including bookkeeping, to help small to medium-sized businesses manage their finances effectively. By partnering with Christex, clients can run their businesses with confidence and peace of mind.

Alvarez Finette J is a health institution located at 811 South Washington Avenue in Marshall, Texas, United States. They offer a wide range of medical services and treatments to cater to the healthcare needs of the community. With a team of experienced healthcare professionals, Alvarez Finette J is dedicated to providing high-quality care and personalized treatment plans to ensure the well-being of their patients. Whether you are in need of routine check-ups, specialized medical care, or emergency services, Alvarez Finette J is committed to serving you with compassion and expertise.