With wealth, the reality of tax planning and preparation often follows. As you become more successful, the sophistication and responsibilities of your estate increase, yet your time to manage those responsibilities becomes more limited. At Arthur Bell, our clients rely on us to know the ever-changing tax laws and how those laws impact them and their estate. We advise our clients and work with their attorneys and other service professionals to help them make the best decisions possible for high net worth tax planning and compliance.

Service that goes beyond tax compliance

Arthur Bells tax professionals work together as a team with you and your staff to simplify the tax planning process. We act as overall coordinator between you and your attorneys, investors, family office, and other professionals to ensure that we receive accurate information to complete your tax returns on time and to fulfill your high net worth tax planning needs.

For clients who have complex investments, we understand the tax issues involved with investing in offshore funds. We stay informed on foreign compliance to avoid costly penalties, troubleshoot for areas of concern and identify ways in which clients can benefit from tax laws.

Our clients gain access to our full range of services, including tax return preparation, tax planning, trusts tax planning, and special projects:

• Federal and state income tax returns, including multi-state returns
• Federal and state gift tax returns
• Federal and state trust and estate income tax returns
• Federal and state exempt organization returns
• Preparation of U.S. tax returns for U.S. citizens abroad
• Preparation of U.S. tax returns for nonresident aliens and dual-status taxpayers

Tax Planning

• Quarterly estimated tax requirements
• Charitable giving maximization
• Year-end tax planning including Alternative Minimum Tax considerations
• Individual retirement tax planning
• Residency planning for U.S. citizens and for noncitizens moving to the U.S.

Gift and Estate Planning

• Analysis of Schedule K-1s from alternative investments, which include determination of passive vs. non-passive income, Forms 926, 8886, 8865, 8621, etc.
• Expertise relating to Passive Foreign Investment Companies (PFICs), Foreign Bank Account Reports (FBAR), Foreign Corporations (Form 5471) and Foreign Partnerships (Form 8865), Foreign Disregarded Entities (Form 8858), and Foreign Trusts (Forms 3520 and 3520A)

Why Arthur Bell?

Industry Experience

Arthur Bell has a team of accountants who are dedicated to serving the tax needs of high net worth individuals, including clients with significant investments in complex funds. Our firm has focused on the hedge fund, managed futures and securities industry for over 35 years, so we know the intricacies of complicated investments.

Client Service

Our firm has a solid reputation for responsiveness and client service. When clients call, we pick up the phone. We also know that your projects require immediate turnaround, so we strive to meet deadlines even when tax information arrives behind schedule.

Quality Assurance

With one location, our firm is able to centralize knowledge, easily communicate across departments, monitor strict quality controls, and share ideas. Our principals are also available to personally supervise each engagement.

We have an extremely high rate of employee satisfaction and retention, which means you benefit from more experienced accountants, increased productivity and more effective procedures. You have the opportunity to work with the same people each year who understand the details of your account.

We welcome you to contact us for more information on Arthur Bell and how we can help with your high net worth tax planning and your foundations and trusts tax planning needs. You can reach us at (410) 771-0001 or via email at contactus@arthurbellcpas.com .