Our Experience with Personal and Fiduciary Tax

Schiciano, Johnston & Bialek, LLC provides tax services to high net worth individuals.  We help our clients find ways to reduce the income tax cost of applying financial strategies and maximize the transfer of wealth to future generations through estate, gift and trust tax preparation.  Our team of highly experienced advisors will help evaluate your situation, devise a strategy and implement a plan for your future.

Whether you are an executive, high net worth family, entrepreneur or a business owner, we will bring together a customized plan that will set you on the right track to accomplish your financial goals.

Our Strategy

Our team of professionals has years of expertise servicing high net worth individuals. We take the initiative in every engagement to implicate all current tax regulations and we pride ourselves on our distinguished, confidential and long-standing relationships with our clients.

Services Provided to High Net Worth Individuals and their Advisors

  • Gift tax planning
  • Strategies to minimize income tax
  • Retirement distribution planning
  • Trust & Estate tax planning
  • Stock-based and deferred compensation planning
  • Income, gift and fiduciary tax return compliance
  • Cash flow planning
  • Multi-state tax planning