Personal Financial Planning

We work closely with wealthy individuals and successful family businesses to understand their objectives and develop a service plan to help meet those objectives while lowering current and future tax liabilities.

Planning is the foundation for our work and we develop a customized approach to serving each client.  In certain situations we take the lead among your advisors, in other situations we compliment your other advisors' expertise, when appropriate, in ways helpful to you.

  • Maximizing benefits from the purchase of a business or real estate.
  • Tax planning to consider the timing for recognition of income or incurring a deduction to minimize individual tax liabilities.
  • Application of the real estate professional and passive activity rules to owners of real estate.
  • Quality and timely federal and state tax consultations resulting from a proactive and well-planned approach that is continually updated for changes in your life as well as for legislative changes that impact your overall tax situation.
  • Estate and gift tax planning to minimize taxes and help you accomplish your financial plans.
  • Preparation of personal financial statements.
  • Tax Controversy Representation to assist you in resolving audit/inquiries from federal and state governments.
  • Federal, state, and local tax planning and compliance.

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Toole Katz & Roemersma, LLP
1911 N. Fort Myer Dr., Suite 600, Arlington, VA 22209
T: (703) 248-9200 E:
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