High-Net-Worth Tax Advisory
At Meaden & Moore, we understand that managing personal tax matters can become increasingly complex, especially for high-net-worth individuals and families. Our experienced advisors specialize in helping you navigate these complexities with confidence—so you can focus on what matters most.
We offer tailored tax planning strategies designed to minimize tax exposure, preserve wealth, and align with your long-term financial goals—all delivered with the responsiveness and discretion you expect from a trusted advisor.
A Relationship Built on Trust and Expertise
We take a personal, proactive approach to every engagement. From structuring tax-efficient strategies to addressing estate and philanthropic goals, we are with you every step of the way. Our team works in close coordination with your other trusted advisors—attorneys, bankers, and investment managers—to ensure every aspect of your financial life is aligned.
We provide guidance and support in areas such as:
• Tax and estate planning
• Charitable giving strategies
• Succession planning and business continuity
Estate, Gift & Trust Services
Safeguard your achievements. Create a lasting legacy for those who matter most.
State & Local Tax Services
Manage your tax exposure. Unlock savings across every state and locality.
Integrated Tax Planning for Today - and the Future
Your financial life is more than just what appears on a tax return. That’s why we approach every engagement with an integrated mindset. Whether you are starting a new business or planning for retirement, we will coordinate tax planning across all stages of your financial life. We will identify tax issues and develop strategies that allow you to move forward with confidence.
Our Personal Tax Advisory Services Include:
• Taxation of High-Net-Worth Individuals
• Income Taxation of Decedents, Estates & Trusts
• Gift Tax Planning
• Charitable and Philanthropic Structuring
• Individual Retirement Planning and IRAs
• Stock Options and Deferred Compensation
Partnering for What’s Next
As your goals evolve, so do our services. Whether you’re exploring new investment opportunities, planning for the transfer of family wealth, or preparing for life’s next chapter, our advisors are ready to adapt. We proactively anticipate changes in tax laws and personal circumstances, providing timely insights and strategies that keep you ahead of the curve. With Meaden & Moore as your long-term partner, you’ll always have a dedicated team committed to safeguarding your legacy and helping you seize tomorrow’s opportunities today.
Ohio Tax and Advisory Resources
If you're navigating complex tax regulations in Ohio or seeking strategic business guidance, our expertly curated resources are here to support you in making informed decisions that drive your business forward.
INDUSTRY-LEADING INSIGHTS
Delivering insights and points of view on vital news, strategies to consider, technology developments, and current topics that are important to your business and personal financial success. Check here for content from Meaden & Moore professionals.
