Analyzing, implementing and managing effective tax strategies becomes increasingly important as income and net worth rises.  Not only do the tax consequences increase but the tax complexities increase as well.  KM’s staff includes licensed professionals (CPA, CFP®) with years of experience effectively managing the tax complexities of professional athletes and high net worth individuals.  From residency concerns, family gift/wealth transfers, capital gain/loss management, establishing and managing separate legal entities, etc. – KM strives to ensure that our clients take the most tax efficient path available with each and every transaction.

KM partners with proven preferred 3rd party CPA firms to meet the specialized tax preparation needs of our clients.  KM’s tax preparation services enable the preparers to process tax returns with maximum efficiency, completeness, and accuracy, thus maximizing the tax benefit for our clients while saving them money on prep fees.