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 founders, entrepreneurs, and owners of closely held businesses on sophisticated tax planning, structuring, and compliance. Our approach considers both the business and its owners, allowing us to coordinate entity-level decisions with the broader tax and financial objectives of the individuals and families behind them.

Whether forming or restructuring a business, planning a significant transaction, expanding into multiple states, or evaluating owner compensation and distribution strategies, we provide practical, technically sound advice designed around the long-term objectives of the business and its owners.

Our services include tax planning, entity structuring, federal and state tax compliance, transaction advisory, quarterly tax projections, and year-round consulting.

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 advise family offices and ultra-high-net-worth families on complex tax matters spanning individuals, trusts, investment partnerships, private foundations, closely held businesses, and other family entities.

Our integrated approach allows us to look across the family's entire tax structure rather than addressing each entity in isolation. We coordinate tax compliance, planning, and reporting across entities and work closely with attorneys, investment advisors, administrators, and other professionals to ensure that important decisions are considered in the context of the family's broader objectives.

Our services include individual, trust, partnership, and private foundation tax compliance; year-round tax planning and projections; estimated tax management; transaction and investment-related tax planning; charitable and wealth-transfer planning; and coordination across the family's advisory team.

For families with significant financial complexity, we serve as a central tax advisor, helping identify issues early, coordinate the right professionals, and ensure that important tax matters are carried through to completion.

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.