The Tax Group is also very knowledgeable of the complex and technical tax and financial issues surrounding charitable planning. When advising individuals and families, we seek to simplify these complexities and options and establish a plan that integrates our client's core values, interests and philanthropic priorities while maximizing the tax benefits to them. With the plan established, we regularly assist with its implementation through the preparation of the necessary instruments and tax filings. From securing the tax-exempt status for the newly created family private foundation to assisting the established charitable organization with its tax and legal issue, we strive to implement innovative, practical and well-tailored solutions to meet the objectives of our clients.
The Tax Group provides sophisticated planning and tax advice to individuals, families, business owners and fiduciaries to address each client's unique concerns and decisions in planning for the transfer of wealth to the next generation with a minimum tax burden and maximum personal enrichment for the family. While focusing on incorporating the best tax-planning opportunities for our clients, we are also committed to understanding each client's unique challenges, needs and objectives when implementing a planning solution. Careful consideration is given to the seamless transition of the closely-held business, uninterrupted access to income, and the preservation and management of assets for children, grandchildren and future generations. The depth of our extensive experience has helped closely-held business owners, corporate executives, physicians and other individuals create the necessary structure to implement their goals.
Ober, Kaler, Grimes & Shriver
Maryland
120 East Baltimore Street, Baltimore, MD 21202
Telephone 410-685-1120, Fax 410-547-0699
Washington, D.C.
1401 H Street, NW, Suite 500, Washington, DC 20005
Telephone 202-408-8400, Fax 202-408-0640
Virginia
407 North Washington Street, Suite 105, Falls Church, VA 22046
Telephone 703-237-0126, Fax 202-408-0640