Individuals | Financial Services


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Personalized solutions for your goals.

Financial goals and objectives change throughout your lifetime. Regulatory and legislative updates may bring new tax liabilities and risks. Wealth transfers, merging or dividing households and day-to-day financial management also present obstacles to the financial legacy you want to leave behind.

CBIZ tax and consulting professionals understand the environment in which you operate. For more than 30 years, we have helped individuals and their families to maximize the opportunities they face while minimizing their tax burden. Our team assists you with the range of situations and planning challenges you may encounter, from family office services and estate planning to expatriation concerns. Through our industry-recognized approach to client service, we bring you customized strategies to address your concerns and aspirations.

Solutions for Individuals

  • Estate Planning & Wealth Transfer: Address your unique tax minimization needs and formulate strategies to transfer wealth through the generations of your family.
  • Expatriation: Ensure you comply with foreign tax rules and regulations with assistance from our international tax team. We also negotiate with your employer to establish clear and fair compensation policies while you are working abroad.
  • Family Office: Receive support for bill paying, accounting and investment oversight and risk management with our services for individuals and their families.
  • Tax Return Preparation: Enlist assistance with the preparation and filing of tax returns for individuals and estates.
  • Valuation: Receive assistance for the valuation of interests in closely held businesses to help with estate planning. We also provide valuation of securities and discount studies to assist with business transitions.

Changes in estate tax thresholds give new relevance to the use of SLATs.

Proposed tax changes from the Biden administration may make estate appraisals more important in 2021.

Charitable trusts are just one tool to help clients leverage gifts to charities, create an income stream, and diversify their portfolios.

Naomi D. Ganoe

Managing Director

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    *CBIZ is a business consulting, tax and financial services provider and works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm providing audit, review and attest services. CBIZ and MHM are members of Kreston Global, an international network of independent accounting firms.