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Services

Knight, Werthman & Galligan, LLC is a tax focused firm serving high net worth individuals and families, athletes, entertainers and small business clients. We specialize in delivering income, estate and gift tax compliance and planning services to our clients. Additionally, we specialize in representing clients before the Internal Revenue Service and state tax authorities.

Our partners have the knowledge and experience to provide a wide range of services and take a proactive approach to our practice by keeping current on all pending legislation and new tax laws. We tailor our services to each client’s specific needs and always focus on minimizing your overall federal and state tax burden while maintaining the highest level of integrity.

We provide return preparation and tax planning for:

  • Individuals
  • Partnership (LLPs, LLLPs, LLCs)
  • Subchapter S Corporations
  • Trusts
  • Estates and Gift
  • Not-For-Profit Organizations (including private foundations)

 

 

We also provide support and advisory services for:

 

  • Representation before the IRS and state tax authorities
  • Charitable planning
  • Retirement planning
  • Cash flow planning including quarterly and annual tax projections
  • State residency planning
  • Entity structuring and formation
  • State tax credit purchases
  • Tax implications of divorce
  • Stock based compensation planning
  • Transaction based decisions such as buying or selling a business and like-kind exchanges
  • U.S. taxpayers abroad
  • Structuring international assignments
  • Foreign nationals moving to and investing in the U.S.
  • Tax treaty application
  • International estate and gift planning
  • Disclosure of off-shore assets
  • Lottery winnings