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Top Tax Planning Tips for High-Net-Worth Individuals in Naples

  • Writer: Aashir Abbas
    Aashir Abbas
  • Sep 15
  • 1 min read
Top Tax Planning Tips for High-Net-Worth Individuals in Naples

Naples, Florida, is home to many high-net-worth individuals — professionals, entrepreneurs, and retirees who’ve built significant wealth. With wealth comes complexity, and without proper tax planning, even small oversights can cost millions over time.

At MarkhamNorton, we specialize in helping high-net-worth individuals in Naples preserve wealth, minimize tax burdens, and plan for the future.

Key Tax Challenges for High-Net-Worth Clients

  • Federal estate and gift taxes.

  • Complex investment portfolios.

  • Multi-state residency and income issues.

  • Business ownership and succession.

Advanced Tax Planning Strategies

  1. Trust StructuresRevocable and irrevocable trusts help minimize estate taxes and protect assets.

  2. Charitable GivingDonor-advised funds and charitable remainder trusts allow for tax benefits while giving back.

  3. Investment Tax EfficiencyStrategic asset allocation minimizes capital gains.

  4. Family Limited PartnershipsUseful for transferring wealth while maintaining control.

  5. Residency PlanningManaging multi-state tax obligations for seasonal residents.

Why Naples Clients Choose MarkhamNorton

  • Local expertise combined with national tax knowledge.

  • Experience in estate, trust, and succession planning.

  • Personalized, discreet service.


FAQ

Q: Do high-net-worth individuals still need CPAs if they have financial advisors?A: Yes. CPAs focus on tax strategy and compliance, working alongside financial advisors.

Q: Can CPAs help reduce estate taxes?A: Absolutely. Strategic trusts, gifting, and planning can significantly reduce estate tax exposure.



Protect your wealth with high-net-worth tax planning from MarkhamNorton CPAs in Naples.



 
 
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