Experience Counts
Tax Services

High Net Worth Services

You have achieved success by building your business, and you have developed a solid family foundation. As you face a new world of investment choices and wealth planning issues, we can help you navigate the forest, optimize your tax savings, preserve and build your capital, and enhance your financial future.

The professionals in our High Net Worth/Trusts and Estates group have specialized training and include individuals with professional designations such as Certified Exit Planning Advisors and Certified Fraud Examiners.  Team members have years of experience in helping clients to focus on their financial dreams, set realistic goals, and select the strategies that are appropriate to each client’s situation.

Wealth Management

At Briggs & Veselka we have a dozen dedicated professionals who work with our high net worth clients on a daily basis. We understand the issues affecting high net worth individuals and families and we work with clients to develop a customized list of services that suits their specific needs. In addition, Briggs & Veselka partners with professionals in other service areas to provide our clients with a powerful advisory team. Our niche approach and the depth of our knowledge in individual, trust, estate and gift taxes distinguish us from other CPA firms in the city.   We can also perform the compliance tasks that arise from the planning choices you make: income tax returns for you, family members, your trusts and business entities; gift tax returns to report wealth transfers during your lifetime; and, ultimately, an orderly estate administration including an estate tax return if required upon your death.

Services for High Net Worth Individuals/Families

  • Business Succession Planning
  • Community Property Divisions
  • Eldercare Planning
  • Estate Tax Planning
  • Expert Witness Reports
  • Family Gift Planning
  • Family Office Administration
  • Income Tax Projections
    •  Businesses
    • Individuals
    • Estates & Trusts
  • Tax and Financial Planning
    • Retirement Planning
    • Education Savings
    • Charitable Giving Strategies
    • Insurance Needs Evaluation
  • Tax Return Preparation (Federal & State)
    • Corporations (C Corp and S Corp)
    • Partnerships and LLCs
    • Individuals
    • Estates & Trusts
    • Gifts
    • Not-for-profit Organization


Steve Awalt