At Dakota our goal is to deliver to our clients a portfolio of strategies and ideas that are customized to each clients’ needs and designed to increase their wealth while minimizing their income tax and estate tax liabilities.
Dakota Wealth Management believes in being actively involved in our clients’ business and personal financial planning matters. Our professional success depends on our clients’ financial success. Accordingly, Dakota provides a portfolio of services to our clients not typically provided by other wealth management firms. These services are performed by professionals in our organization with strong academic, business, and professional backgrounds with many decades of experience. Many of our professionals are members of state bar associations, certified public accountants, and hold advanced business and taxation degrees.
Our portfolio of services includes, but is not limited to the following:
Personal tax advisory and compliance services
- Prepare and file annual and quarterly returns and reports for individuals, partnerships, corporate entities and trusts
- Development of tax plans and strategies
- Calculate and project annual federal and state income tax and quarterly estimates
- Provide personal and business entity accounting services
Other planning services
- Advice on acquisitions/mergers/reorganizations/divestitures as well as business formation/ organization/operation /dissolution
- Develop budgets/forecasts/projections
- Assist with developing business plans
- Advice on compensation, options, benefits, and retirement planning
Estate and gift planning services
- Review client’s estate and gift tax situation for federal and state tax purposes
- Prepare client estate planning illustrations
- Develop plans to reduce estate/gift taxes to meet client’s family needs
- Advise on domicile changes and important tax and estate planning considerations when changing domicile
We believe the success of our firm depends on how well we understand the needs of our clients and how competently and efficiently we meet those needs. By providing the services set forth above, coupled with our customized investment management, Dakota Wealth is established to be an exceptionally comprehensive wealth management advisor.