Protect What You’ve Built. Plan For What’s Next.
Accumulating wealth has a way of turning simple choices into intricate calculations. You’re not just filling out a 1040 anymore. You’re dealing with multi-state tax issues because you own property in three places. You’ve got stock options that vest on a schedule you don’t fully understand. You’re thinking about what happens to your business when you’re done running it. And your estate might trigger taxes your kids aren’t prepared for. The other reality is that your financial situation touches multiple areas, including business taxes, personal taxes, estate planning, investment strategy, insurance, and retirement accounts. If these aren’t coordinated, you’re missing opportunities and creating inefficiencies.
Comprehensive Financial Solutions For Families & Entrepreneurs
You’ve worked hard to build wealth. Now the challenge is protecting it, growing it, and transitioning it efficiently, while navigating tax laws that change constantly and get more complex every year. Keep reading to learn how we help our individual tax clients. Or, click here to request a consultation with a member of our tax and advisory services team today.
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Individual Tax Compliance & Consulting
We prepare your returns and make sure you’re not paying more than you need to. Multi-state income, investments, business distributions, stock options, we handle it. And if we spot something during the year that could save you money, we’re not waiting until next April to mention it.
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Multi-State Residency Planning
If you live in one state, work in another, and own property somewhere else, your tax situation is complex. We help you figure out which state you’re actually a resident of (which matters more than you’d think), handle all the part-year and non-resident returns, and make sure you can prove it if a state comes asking.
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Executive Compensation & Stock Options
Stock options and restricted stock are great until you realize you owe taxes on money you haven’t seen yet. We help you figure out what it will cost you, how AMT fits in, and how to time everything so you’re not blindsided by a massive tax bill.
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Estate, Gift & Trust Tax
Nobody wants to think about this until it’s too late. We prepare the returns when someone dies or sets up a trust, but more importantly, we help you plan ahead. The lifetime exemption is dropping soon. If you’ve been putting this off, now’s the time to move.
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Wealth Transfer Planning & Compliance
Getting money to your loved ones requires planning. We help you structure gifts, evaluate trust options, and use your exemptions before they shrink or disappear. We also work with your estate attorney to make sure the legal documents and the tax plan actually match.
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Retirement Planning
We know sometimes retirement planning is more than just maxing out a 401(k). Roth conversions, required minimum distributions, and deferred comp arrangements. We look at your full picture and time everything to keep more money in your pocket instead of the government’s.
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Education Planning
Most people fund 529 Plans without thinking about timing or financial aid implications. Both matter. We help you structure education savings, so you’re maximizing tax benefits without accidentally disqualifying yourself from aid you’d otherwise get.
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Charitable & Philanthropic Tax Planning
If you’re writing checks to charity, you should be getting a tax benefit. We help you figure out donor-advised funds, charitable trusts, and qualified charitable distributions so you can support what matters to you without leaving money on the table.
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Matrimonial Planning & Structuring
Divorce has enough emotional cost without adding unnecessary tax cost. Filing status, asset division, alimony, and retirement account splits. Every decision has tax consequences, and we help you structure things so neither party pays more than they have to.
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International Tax Compliance & Consulting
Foreign income, foreign bank accounts, foreign property. All of it comes with extra paperwork and serious penalties if you get it wrong. We handle the required filings (FBAR, Form 8938, the whole alphabet soup) and help you claim foreign tax credits so you're not paying twice on the same income.
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Business Succession Planning
Exiting your business is probably the biggest financial event of your life. Selling to a third party, transitioning to family, setting up an ESOP. The structure determines what you walk away with. We help you evaluate the options, plan the timeline, and execute without leaving money on the table.
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Wealth Management
Working Together To Provide A Fully Integrated Wealth Management Plan
For families with real wealth and complexity, this is about more than just tax returns. We help with governance, education, gifting strategies, and coordinating with your attorneys and financial advisors. We also set up family partnerships and LLCs. At GBQ, our commitment to empowering growth is at the heart of our wealth management services. That’s why we formed a strategic partnership with Gryphon Financial Partners to provide fully integrated business planning and consulting capabilities to current and prospective clients. As a comprehensive wealth management firm, Gryphon safeguards and protects personal wealth, retirement assets, business equity, and family legacy by offering a complete range of services. We provide clients with tailored solutions from a fiercely guarded perspective of independence, complete with objective advice free of known conflicts of interest.
Through our partnership and team of investment advisors in Columbus, Cincinnati, and Toledo, we assist individuals and families in identifying and achieving distinct financial and personal goals to cultivate the legacy they aspire to create.
Wealth Management Solutions
- Financial Planning
- Asset Allocation
- Private Investments
- Risk Management
- Lending
- Philanthropy
- Wealth Transfer
- Succession Planning
- Family Office Services
- Business Exit Planning
- Corporate Executive Services
In an ongoing effort to further streamline and simplify the tax process, GBQ provides clients with access to TaxCaddy, a free tool that helps users organize their tax documents and make sending them to their tax advisors simple and easy. This powerful tool is available on any device. Click on the button below to learn more about TaxCaddy.
An Extension Of Your Family
We start by understanding your unique situation, your financial goals, your concerns, your timeline, and what success looks like for you. From there, we will develop a coordinated plan that addresses tax, estate, and wealth transfer issues. You’ll work with a dedicated team that knows your situation and is available throughout the year, not just at tax time. In this way, when changes happen or opportunities arise, we’re already up to speed and can advise you immediately.
