Tax and Estate Planning

Effective planning starts with smarter strategies.

While our clients are patriotic, they aren’t interested in paying more than their fair share in taxes. We help them with income tax strategies today, estate planning strategies for the future, and we re-evaluate those plans as their circumstances or laws change.

How are we different?

tax-and-estate-planning-blueWe want you to know all the options, even strategies that may not make sense for you right now. We discuss your alternatives so that you understand and are comfortable with your choices – even those you leave behind.

We thrive on working as a team with our clients, their attorneys and accountants. Our valuable insights and initiative in leading your financial team results in a unified planning process.

In cooperation with your trusted advisors, we can assist with:

  • Integrating tax considerations into our investment decisions
  • Analyzing and optimize your Alternative Minimum Tax (AMT) exposure
  • Evaluating the effects of new legislation on income and estate planning
  • Creating strategies for optimizing liquidity events for businesses or stocks

Call us at 703-534-4444 to learn more about how we can help you with your specific tax and estate planning questions.

Please Note: The scope of any financial planning and consulting services depends upon the terms of the engagement, and the specific requests and needs of the client. GWS does not serve as a law firm, certified public accounting firm, nor insurance agency. GWS does not prepare legal documents or tax returns, nor does it sell insurance products.

Let's discuss your tax and estate planning questions.