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Tax Consulting & Preparation
Most financial decisions have tax consequences. Investments that look advantageous today could increase your tax liability tomorrow. And that business sale you’re counting on to fuel your retirement? Proper planning and timely filing can make the difference between a windfall and a shortfall.
Tax planning is the analysis and deliberate structuring of financial decisions to minimize current and future tax liability while supporting long-term wealth objectives.
For high-net-worth individuals and families, effective tax planning integrates investment strategy, estate and trust planning, charitable objectives, and business decisions into a coordinated, forward-looking framework that keeps pace with their complex financial lives.
What proactive planning helps accomplish:
Reduce avoidable tax impact
Coordinate across wealth decisions
Prepare before major events
Protect long-term outcomes
Lido’s in-house tax specialists deliver strategies designed to improve after-tax outcomes across every facet of your financial life.
Our capabilities include:
Tax-efficient investing to help maximize portfolio returns.
Tax preparation and filing.
Proactive income tax planning to reduce unnecessary tax exposure.
Capital gains planning, including tax-loss harvesting and gain deferral techniques.
Business owner tax strategies, including entity optimization and Qualified Business Income (QBI) planning.
Cross-border tax planning for complex, global households.
Pre- and post-liquidity event planning, such as the sale of a business or other major monetization events.
State relocation planning and analysis.
Lido helps entrepreneurs and owners of closely held businesses reduce current tax exposure, optimize enterprise value, and position for a more tax-efficient exit.
Capabilities include:
A pending business sale, equity tender, or real estate disposition can dramatically impact your tax profile. Advance planning often preserves tax opportunities that may not be available once a transaction is underway.
BEFORE A LIQUIDITY EVENT
AFTER A LIQUIDITY EVENT
Families with international investments and business interests face additional layers of tax complexity.
Lido can help navigate:
Our approach is designed to meet clients where they are, whether through fully integrated Lido One wealth management or standalone tax consulting engagements.
Our approach is designed to meet clients where they are—whether through fully integrated Lido One wealth management or standalone tax consulting engagements.
For Lido One clients, tax planning is embedded within the broader wealth management offering that includes investment, estate, and financial planning. This integrated model enables continuous monitoring and informed decision-making throughout the year.
For clients engaging us on an à la carte basis, our specialists collaborate with your existing financial advisor, attorney, and other professional advisors to ensure cohesive implementation.
Every engagement begins with a detailed review of prior-year individual, trust, and entity returns, followed by a forward-looking analysis of upcoming financial decisions.
At Lido, every day is tax day because savvy tax planning helps you keep more of what you make.”
William Coughlan
Director, LTax Consulting
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