OUR EXPERTISE

Seaport Financial Partners is a boutique firm that offers personalized tax planning and compliance for high net worth families and individuals with complex tax situations.  Our background and experience allows us to deliver high level knowledge and advice to our clients with a focus on proactive planning and communication.

TAX COMPLIANCE

  • Individual Federal & Multi-State Income Tax

  • Business Tax: Corporations, Partnerships, & LLCs

  • Fiduciary Tax: Trusts & Estates

  • Gift & GST Tax Filings

  • International Tax: Foreign Income & Asset Reporting

  • IRS & State Audit Representation

COMPREHENSIVE PLANNING & HIGH NET WORTH

  • Long-Term Income Tax Planning

  • Quarterly & Year-End Income Tax Projections

  • Gift & Wealth Transfer Tax Planning

  • Trust Structuring & Distribution Planning

  • Family Limited Investment Partnerships

  • Charitable Giving Optimization

  • Coordination with Client’s Team of Professional Advisors

COMPLEX SITUATIONS

  • Business Formation & Entity Structuring

  • Stock Option Planning

  • Executive & Deferred Compensation

  • Tax Deferred Real Estate & Section 1031 Transfers

  • Section 1202 Qualified Small Business Stock

  • Retirement Planning

  • Business Succession Planning

  • Referral Network to Qualified Advisors

  • Consolidated Net Worth & Financial Activity Reporting

  • Administration of Alternative Investments

  • Cash Flow Budgeting & Monitoring

  • Portfolio Performance & Asset Allocation Reporting

  • Recordkeeping of All Personal & Investment Transactions

  • Expense Management & Bill Payment

  • Insurance Review & Risk Management

FAMILY OFFICE SERVICES