EXPERTISE /

TAX & ADVISORY

TAX & ADVISORY SERVICES

You’ve built your life around passion and purpose. At Seiler, we craft tax and advisory solutions to support your financial needs and aspirations, whether for your family, your business, philanthropic efforts, or a combination of all three.

Families and Individuals

Tax for Ultra-High-Net-Worth Families and Individuals

We craft proactive solutions for both your domestic and international tax needs. Get exceptional care and service paired with world-class experience with Seiler’s San Francisco Bay Area-based team.

  • Tax Planning, Consulting and Compliance
  • Trust, Estate, and Gift Advisory
  • Philanthropic Planning
  • Emerging Wealth
  • Retirement and Succession Planning
  • Real Estate Advisory
  • Stock Compensation Management

Trust, Estate and Gift Tax

A smooth transition of wealth requires thoughtful navigation with experienced experts. Work with a dedicated team of trust and estate professionals who not only specialize in complex estate solutions, but in family dynamics as well.

Tax for Emerging Wealth Individuals

The way you handle your new wealth now can impact your finances for years to come. Your Seiler tax advisor is here to fill in knowledge gaps every step of the way.

  • Tax Planning, Consulting, and Compliance
  • Stock Options Advisory
  • Trust, Estate, and Gift Advisory
  • Philanthropic Planning
  • Retirement and Succession Planning

Privately-Held Businesses

Business Tax - Domestic and International

Our passion and expertise extend to major industry sectors throughout the San Francisco Bay Area, plus we offer international tax advisory capabilities in over 150 global jurisdictions.

  • International Tax Reporting and Foreign Informational Reporting
  • International Structuring and M&A Advisory
  • Transfer Pricing
  • U.S. Tax Compliance and Planning
  • Multi-State Taxation
  • Tax Provisions (ASC 740, fka FAS 109) and FIN 48 Analysis/Documentation
  • M&A Advisory, including Structuring and Tax Due Diligence
  • Tax Credits and Incentives

Real Estate Entities

We understand the complexity and speed with which the California and broader U.S. real estate markets operate. Our seasoned team places you on the path to success while navigating both opportunities and challenges as they arise.

  • Tax Compliance and Planning
  • Reviews of Partnership and LLC Agreements
  • Federal, State, and Local Tax Compliance
  • Advisory on Complex Transactions, including 1031 Exchanges
  • Consultation Relative to Sale, Purchase, Lease and Financing Arrangements

Private Foundations & Non-Profit Organizations

Tax for Tax-Exempt Organizations

Tax-exempt organizations still need to make sure they exercise strategic financial planning and management – even as they work to improve the world.

With Seiler, you get integrated support and guidance for your organization in a comprehensive and beneficial way.

  • Tax Planning and Compliance
  • Board Governance and Accountability
  • Conflicts of Interest and Private Inurement