Tax planning is a key component for every business and an important focus for individuals as well. As such we are proud of the high level of service we provide, combining technical knowledge of the tax law along with business acumen and a concern for every client. It is this holistic approach that differentiates Sobel & Co. and enables us to be an important resource for our clients. 
Sobel & Co. is highly regarded for the quality delivered by its Tax Department. We provide services from state and local to national and international planning and compliance along with specialized services in areas such as partnerships, nonprofits and estate and trust planning, to name just a few.
Tax Planning and Compliance
Sobel & Co.'s tax specialists are experienced in advising all types of families and businesses as they encounter the maze of tax planning and compliance. Proactive tax planning with our clients means we are better able to evaluate complicated tax transactions, communicate the resulting tax consequences and structure solutions to meet the tax goals desired.
Entity Tax Planning For Businesses (Partnerships, Corporations, and Not-for Profits)
We believe a critical part of your organization’s success is developing a close and trusted relationship with your tax advisor. Our tax professionals not only work hard to help develop that relationship but will remain committed through every aspect of your business’s life-cycle in planning proactively for your personal and business success. From entity type selection to succession planning, let our tax experts become part of your advisory team.
Retirement and Financial Planning
There are many decisions that need to be made to protect your retirement and your family’s wealth. Our financial planners work directly with individuals, families and owners of closely held businesses to develop a comprehensive plan for sustained multigenerational wealth. See what a difference a trusted advisor who understands your whole financial picture can make in achieving your goals.
Estate and Trust Planning
In addition to financial planning for the present, our tax and estate planning specialists can work directly with you, and any of your professional representatives, to plan for how you want your assets distributed after death. Our primary objective is to understand your wishes and to create a tax conscious, comprehensive estate management plan to help you disburse your wealth accordingly. Whether you have philanthropic goals, family business issues or the desire to further protect amassed wealth for your heirs, an estate management plan is perhaps the most valuable legacy you can leave behind.
International Tax Planning
International tax issues are as complex and varied as the countries in which you do business. Through our involvement with the PKF North American Network our international, tax experts are able to reach resources from across the globe to address and manage your international tax issues. Reducing your global effective tax rate is just the beginning of planning to make your global tax strategy fit with your hometown objectives.
Serving Family Offices
A traditional family office is a business run by and for single or multiple families to centralize the management of the family's wealth. At Sobel & Co. we help our clients' to first establish a family office when it is appropriate and then we work together to preserve their legacy through a menu of diverse services such as wealth management, tax strategies- including trust and estate planning - and philanthropic giving. It is our goal to provide a range of resources necessary to ensure that the family office is effectively managed and the wealth is safeguarded across generations.
