How we help you
Tax strategies for high-net-worth individuals go beyond simply reducing your tax burden. It requires a proactive approach that reflects the changes in your life, your company and your family. As one of the top CPA firms in the country, Wipfli’s individual tax services help ensure you comply with all complex tax regulations while mitigating your burden and building your future.
Access federal and state tax planning and preparation.
Develop estate, gift and advanced charitable contribution strategies.
Manage stock option and compensation timing and character.
Stay ahead of shifting tax laws and opportunities.
Navigate foreign disclosure compliance and international taxes.
Get IRS and tax controversy support.
Mitigate risk and maximize goals
Wipfli’s individual tax services team does more than fill out forms. We use our knowledge of the intricacies of personal, family-office, international and business tax regulations to deliver a holistic approach in helping you achieve your goals.
Explore our individual tax services
Our services for high-net-worth individuals include:
- Individual tax planning and preparation, both federal and state
- Advanced charitable contribution strategy development
- Estate and gift tax strategies
- Updating you with timely advice on tax law changes
- Stock option and compensation timing and character
- Coordinating with other trusted advisors (such as financial planners or attorneys)
- Generation-skipping transfer tax planning
- Foreign disclosure compliance assistance
- Tax deferral strategies and reporting
- Understanding and planning with Alternative Minimum Tax (AMT)
- Inpatriate tax support
- Expatriate and international taxation
- IRS and tax controversy support
Smarter year-end tax planning can reduce your individual and business tax liabilities and create opportunities to claim valuable incentives. But timing matters here, as some critical tax decisions must be made before the end of the year to maximize your benefits.
Insights and Resources
EVENT | December 9, 2026
CFO Roundtable: Prepare your financial institution for 2027 and beyond
Staying compliant today requires looking ahead to the regulatory and reporting expectations of tomorrow. Join us from 12:30-2:30 pm CT on December 9 for the CFO Roundtable, a forward-looking learning opportunity for chief financial officers, chief risk officers and other accounting leaders. This…
EVENT | December 10, 2026
Year-end tax planning: Strategies, market outlook and opportunities
Is your tax strategy ready for year-end? Join us on December 10 for a webinar on how to proactively manage your tax position/liability instead of reacting after the fact. In this session, we’ll cover: • Proactive tax-planning strategies: Learn practical steps to strengthen your tax position now…
EVENT | December 16, 2026
Planning for 2027: What tariff, trade and policy shifts mean for manufacturers
Manufacturers are facing immediate challenges across their supply chains — from navigating tariff refunds and rising costs to managing supplier relationships and customer expectations. Many are also struggling to make decisions for 2027 and longer-term amid continued trade and policy uncertainty…
Reach out to our team
Balance today’s tax needs with tomorrow’s goals. Our advisors take a proactive approach to tax planning, wealth preservation and financial decision-making tailored to your situation. Contact us to learn more.
LET'S CONNECT
With decades of experience serving executives, high-net-worth individuals and business owners, we provide insight and guidance that support confident decision-making and strengthen your legacy for generations.
