Generally, the label of high-net-worth individual (or “HNWI”) is applied to those with liquid assets of at least $1 million. At Haynie & Company, we understand that high-net-worth individuals have unique financial circumstances as well as a greater need for tax planning and wealth management services.
Whether you are a business owner, a real estate investor, or anyone else with a significant amount of assets, you need a trusted tax advisor who understands the complexities of your financial situation and who can help you minimize your tax liability.
The dedicated professionals at the Haynie & Company CPA firm are here for you. We uncover tax benefits, tax savings, and numerous other ways to set you and your family members up for continued financial success and security. We have years of nuanced experience with business taxes, estate taxes, gift tax planning, and much more.
To speak with a CPA for high-net-worth individuals, contact us today!