Tax Services

Tax Planning Strategies for High Income Earners

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.

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John Alfonsi to Speak at Sept. 28, 2022 Strafford Live Webinar on Capital Accounts

CCA’s John Alfonsi will speak at the upcoming Strafford live webinar, “Capital Accounts: 704(b) vs. GAAP vs. Tax Basis, Comparing and Contrasting Annual Allocations,” on Wednesday, September 28, 2022 from 1:00 pm-2:50 pm EDT. Properly maintaining partners’ capital accounts may be the most critical aspect of partnership taxation. Among some of the topics covered will […]

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Are gifts for clients tax deductible?

Tax specialist Catherine Raker answers the question: Are gifts for clients tax deductible? Transcript: Dave Lorenzo: And now it’s time for another Cendrowski Business Minute. With us today, we have Catherine Raker. So Catherine, are gifts for clients tax deductible? Catherine Raker: Well, like everything, there’s an exception and there’s a rule. The maximum limit […]

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John Alfonsi Moderates Pre-Sale Estate and Wealth Planning Panel

At the 2021 Smart Business Dealmaker’s Conference in Chicago, John Alfonsi moderated a discussion titled, “The Complexity of Pre-Sale Estate and Wealth Planning.” Participants on the panel include Pitcairn’s Andy Busser and Mark Petrosky of DP+. “You’ve decided to sell your company, you’ve grown this baby, you’ve nurtured it, now’s the time to sell,” said […]

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