Tax Planning

At City National, we work closely with our clients to review their entire financial picture and to develop a strategic income tax plan, including:

• Projection of year-end taxes
• Analysis of withholding and estimated tax payment requirements
• Development of tax reduction strategies

In addition, our trust officers will draw upon the expertise of our estate planning professionals to help create a tax-advantaged framework to preserve, grow and transfer wealth, including a review of:

• Estate structure
• Individual trusts
• Business sale transaction
• Portfolio holdings
• Tax issues at and during retirement

To ensure that you continue to reap the benefits of strategic tax planning, we monitor revisions to the tax code and their impact on your planning strategies.

Getting Started

To learn more, please contact us or visit us at one of our Private Client Services locations.