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Tax Services

We work directly with our clients to develop comprehensive wealth preservation and income tax strategies, designed to minimize tax liabilities and ensure compliance with changing global, federal and state/local tax policy.

Geller Advisors Insights

"The Geller Advisors tax and financial planning teams discuss how low interest rates create opportunities to efficiently transfer wealth.... Read More

"We have now analyzed the ‘‘CARES Act,’’ and provide a summary of several insights, clarifications, and opportunities which may arise.... Read More

"We summarize the tax related provisions of the CARES Act, many which offer meaningful potential benefits, as well as clarification of prior legislation.”... Read More


Services Offering

Tax Assessment and Strategy
  • Develop strategies to support wealth preservation, transfer of assets and optimization of federal and state income tax
  • Conduct multi-generational planning, establishing efficient wealth transfer structures which take into account liquidity needs, taxes, as well as financial sustainability
  • Advise on trust governance to optimize distributions and taxes
  • Develop charitable giving strategies to support intent as well as maximizing benefits during lifetime and at death
Tax Execution
  • Develop optimal tax structure in order to comply with regulatory, tax and planning goals and objectives
  • Examine federal tax law changes and case law in order to ensure effective tax planning
  • Monitor rulings related to state and international tax, adjusting tax strategy to maximize foreign tax credits and credits to resident state
Tax Compliance
  • Manage compliance for all tax returns, ensuring alignment with the original intent, structure and format of all transactions
  • Prepare quarterly tax projections in order to calculate estimated tax and support ongoing planning
  • Document tax positions to ensure compliance with tax laws
  • Provide ongoing support and audit defense for federal and multi-state jurisdictions as needed

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