TAX SERVICES*

Column Family Office (CFO) provides a complete array of tax services tailored specifically for the needs of high net worth individuals and families. Understanding tax laws, staying abreast of changes, and finding opportunities takes a full-time commitment. We provide tax services with a keen awareness and command of tax law. Our services provide many benefits to our clients including accuracy, efficiency and value.

Taxes can erase up to half of your income and estate without proper planning. Our seasoned professionals utilize a deep pool of expertise derived from years of formal educational training and decades of proven experience. Many of our advisors were former partners or accomplished tax professionals at Ernst & Young. Our advisors can also evaluate tax planning opportunities that integrate multiple aspects of a client’s overall wealth plan.

Tax Return Preparation

Column Capital provides comprehensive tax services to our clients, including tax return preparation as follows:

INDIVIDUAL: Federal, State, and Gift Tax
ENTITIES: Trusts, Family Partnership and LLCs, and Private Foundations
AUDITS: Representation before the IRS and other tax authorities
TAX RESEARCH

*Please Note: The scope of any investment management, financial planning and consulting services depends upon the terms of the engagement and the specific requests and needs of the client. Column Capital does not serve as an attorney, accountant, or insurance agent. Column Capital does not prepare legal documents or tax returns, nor does it sell insurance products. If the client desires, our affiliated accounting firm can be engaged to provide tax preparation and related consulting services per the terms and conditions of a separate engagement and fee.

Latest Blog Post

Weekly Market Insights: Markets Upbeat, Despite Gloomy Inflation Talk

September 12, 2022

In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...

Weekly Market Insights: Friday Rally Stems Week of Losses

July 18, 2022

A record-high inflation report, the prospects of a more aggressive Fed, and growing recession fears sent stocks lower– though losses were pared by a Friday rally.The Dow Jones Industrial Average slipped 0.16%, while the Standard...

Weekly Market Insights: Markets Start 2021 on a High

January 19, 2021

Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...

AdvisoryHQ uses a multi-step selection methodology for identifying, researching, and generating its list of top ranked firms. AdvisoryHQ’s review and ranking articles are always 100% independently researched and objectively written.

Firms do not pay for their ranking. In fact, most firms do not even realize that they are being reviewed and ranked by AdvisoryHQ until after their reviews have been completed and published to the public. Below is a step-by-step overview of AdvisoryHQ’s methodology process.

Step 1: Using publicly available sources, AdvisoryHQ identifies a wide range of firms that are providing services in a designated area (city, state, or local geographic location).

Step 2: AdvisoryHQ’s review team then applies initial methodology filters to narrow down the list of identified firms/products. These filters include company strengths, trustworthiness, transparency, professional reputation, managed asset, ROI/ROA effectiveness, fee structure, what customers/clients are saying about the organization, and many more.

Step 3: After trimming down the initial list, AdvisoryHQ then conducts a deep-dive assessment of the remaining firms. The award criteria takes into account a range of factors, including experience level, level of customization, site quality, resources, features, range of provided services, innovation, value-added, and many more factors, to build up a broad picture of what each firm or product has to offer, before the final selection process occurs.

Step 4: Based on the results of the performed assessment, AdvisoryHQ’s research and selection team then finalizes the list of entities that make it into its top rated publications, which are then published to the general public.

Click here for additional information on AdvisoryHQ’s Selection and Ranking Methodologies.

*Please Note: Limitations: Neither rankings nor recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that the client will experience a certain level of results if the investment professional or the investment professional’s firm is engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either the investment professional or the investment professional’s firm to receive the ranking. The ranking is based upon specific criteria and methodology (see ranking criteria/methodology). No ranking or recognition should be construed as an endorsement by any past or current client of the investment professional or the investment professional’s firm. ANYQUESTIONS: Column’s Chief Compliance Officer remains available to address any questions regarding rankings and/or recognitions, including the criteria used for any reflected ranking.

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