Tax Planning for High Net Worth Individuals

High income earners have distinct needs when it comes to tax planning strategies.

With over 35 years of experience advising family offices and high-net-worth individuals, Cendrowski Corporate Advisors is uniquely positioned to develop tax planning strategies that help high-income earners like you attain objectives on every step of your financial journey. After you put your all into building your business and wealth, you’ll need to apply the same determination to sustain your operation and plan for lifetime goals and your legacy.

Creating a thorough plan for your wealth management means more than just retirement planning. Our advisors can relieve pain points caused by the responsibilities of wealth by offering services that comprehensively address your needs, from tax planning strategies and compliance to succession and gift planning.

Explore our expertise in:

UPREITs: Unique Real Estate Investment Structures title on tax documents

UPREITs: Unique Real Estate Investment Structures

Real estate investors always seek opportunities to build, diversify, and maximize their property portfolios. One increasingly popular but complex structure – the UPREIT or umbrella partnership real estate investment trust – offers unique tax incentives for contributing property in exchange for ownership shares. But UPREITs require navigating intricate partnership agreements and tax considerations. This guide […]

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woman calculating her business's value on her couch

Key Components of Business Valuation: Exploring the Methods and Approaches

Business valuation is crucial for establishing deal terms and pricing during mergers, acquisitions, or capital-raising activities. An objective company valuation provides the foundation for negotiations. When selling a business, owners want to maximize the sale price while minimizing tax implications. For potential buyers, smart deal pricing is essential. Accurately valuing a company is essential for […]

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accounting papers that show business valuation

How To Calculate Business Valuation

Knowing your company’s worth provides critical insight for making strategic decisions and charting the optimal path forward. However, accurately valuing a business requires in-depth financial analysis using proven approaches. While quick online calculators can generate ballpark figures, serious leaders turn to the main valuation methodologies accepted by the finance community. Mastering these techniques helps set […]

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