Our individual tax practice is focused on clients with sophisticated tax matters. We advise executives, founders, investment professionals, family offices, and high-net-worth individuals whose tax situations extend well beyond a standard tax return.

Whether planning for carried interest, QSBS, equity compensation, multi-state taxation, international reporting, or significant liquidity events, we provide proactive guidance designed to minimize tax and eliminate surprises.

Our services include:

• Comprehensive federal, state, and local tax compliance

• Year-round tax planning and projections

• QSBS planning

• Carried interest and investment fund taxation

• Equity compensation, RSUs, stock options, and restricted stock

• Multi-state and residency planning

• International tax reporting and compliance

• Trust and estate tax planning

• Estimated tax planning and withholding strategies

Our objective is not simply to prepare your tax return. We serve as trusted advisors throughout the year, helping clients navigate significant transactions, changing tax laws, and complex financial decisions with practical, technically sound advice.

Ablamsky & Company advises hedge funds, private equity firms, venture capital funds, management companies, general partners, and their principals on sophisticated tax planning and compliance. Our investment management clients collectively manage more than $100 billion in assets, and we have extensive experience advising some of the industry's most prominent managers and executives.

Our services span the entire investment platform, from fund formation and partnership taxation to the personal tax planning of founders, partners, and investment professionals. We understand how fund entities, management companies, carried interest, and individual tax planning intersect, allowing us to deliver coordinated advice across every level of the structure.

Whether launching a new fund, managing an established platform, or navigating a significant transaction, our team provides technically sophisticated guidance on partnership taxation, fund structuring, carried interest, K-1 reporting, state tax planning, and complex individual tax matters.

We advise closely held businesses, technology companies, investment management firms, professional service organizations, and their owners on sophisticated tax planning, structuring, and compliance. Our focus is on helping growing businesses navigate complex tax matters while supporting long-term strategic objectives.

Whether you are selecting an entity, planning a significant transaction, expanding into multiple states, or evaluating owner compensation strategies, we provide practical, technically sound advice tailored to your business.

Our services include tax planning, business structuring, federal and state tax compliance, transaction advisory, quarterly tax projections, and year-round consulting designed to help business owners make informed decisions with confidence.

Ablamsky & Company provides estate, trust, and gift tax compliance and advisory services for high-net-worth individuals and families. We work closely with estate planning attorneys, family offices, and other advisors to ensure that trust, estate, and gift tax reporting is accurate, coordinated, and aligned with each family's broader tax strategy.

Our services include fiduciary income tax returns, estate and gift tax returns, trust taxation, and planning related to wealth transfers and multi-generational family structures. We help clients navigate complex reporting requirements while integrating trust and estate planning with their overall tax objectives.

We provide strategic tax and financial consulting to family offices supporting ultra-high-net-worth individuals. Whether you're running a well-established office or building one from the ground up, we offer turn-key solutions tailored to complex, multi-generational financial lives.

Serving as a trusted advisor and financial coordinator, much like a family CFO, we deliver hands-on, high-touch support across tax compliance, planning, and financial oversight. Our experienced professionals help identify tax-saving opportunities, streamline operations, and ensure alignment across your advisory team. We pride ourselves on discretion, accountability, and a deep understanding of the unique dynamics that drive family office success.

Ablamsky & Company provides specialized tax planning and compliance services to private foundations and other tax-exempt organizations. We advise operating and non-operating private foundations, charitable organizations, and related entities on the complex tax and reporting requirements unique to the nonprofit sector.

Our services include Form 990-PF and Form 990 preparation, excise tax planning, charitable giving strategies, governance and compliance guidance, and coordination with trustees, attorneys, and investment advisors.

Many of our exempt organization clients are closely connected to the families, businesses, and investment professionals we already advise, allowing us to provide integrated tax planning across both charitable and personal wealth structures.