Tax Services for High Net Worth Individuals

Canner, Brody & Yan, LLC is dedicated to helping high net worth individuals and entrepreneurs realize their individual and family financial goals.  As you face a new world of investment choices and wealth planning issues, we can help you optimize your tax savings, preserve and build your capital, and enhance your financial future. Our professionals have years of experience in helping clients to focus on their financial dreams, set realistic goals, and select the strategies that are appropriate to each client’s situation

We understand the issues affecting high net worth individuals and families, and therefore, offer a tailored array of services based on each client’s financial circumstance. Canner, Brody & Yan, LLC offers a comprehensive package of tax services to high net worth individuals including income tax planning, tax return preparation, and innovative estate planning strategies. Our approach is multidisciplinary, combining expertise in taxation, financial planning and estate planning.

Our professionals work closely with each client to help address legacy and succession issues impacted by taxes as well as conserve and transfer wealth to heirs and charitable organizations. We stay on top of constantly changing tax laws and legislation to identify key tax planning opportunities and implement them quickly and effectively.

At Canner, Brody & Yan, LLC, we have both the expertise and experience to ensure that estate and gift taxes are properly considered as part of your overall tax plan, and that estate tax returns are filed with complete accuracy. 

High Net Worth services include: 

• Estate & Income Tax Planning & Compliance
• Preparation of all Tax Returns (individual, gift, estate, trust)
• Analysis of your Current & Future Tax Situation
• Personal Financial Planning
• Ongoing Tax Planning for Estate, Trust & Beneficiaries
• Cash Flow Reports & Budgets
• Audit Representation
• Account Reconciliation with Banks, Investment Brokers, etc.
• Investment Tracking for Tax Purposes & Capital Gains/Losses
• Retirement Planning
• Succession Planning
• Philanthropic Planning
• Education Planning
• Purchases, Sales & Structuring
• Insurance Needs Analysis
• Legacy Planning & Senior Care Planning

Canner, Brody & Yan, LLC has been trusted by individuals for over 65 years. Contact us to learn more about how our personalized services can benefit you and your family.