Proactive tax, estate, and wealth transfer strategies to protect what you have built.
How Langdon supports individuals and families
Our firm works with individuals and families at many stages of wealth, including business owners, executives, professionals, and retirees.
We typically help with:
- Individual income tax return preparation and year-round planning.
- Coordination of personal tax strategy with business entities, investments, and real estate.
- Estate and gift tax planning in coordination with your legal and investment advisors.
- Planning for lifetime gifting, charitable giving, and multi-generational wealth transfers.
- Trust and estate accounting and related tax filings.
- Planning for liquidity events, such as business sales, stock options, or inheritances.
Problems we help you avoid
We focus on avoiding:
- Surprise tax bills that could have been mitigated with better timing or structure.
- Estate plans that look good on paper but create unexpected tax or liquidity issues.
- Fragmented advice where your business, investment, and tax advisors are not aligned.
- Missed opportunities for charitable or family-oriented planning that aligns with your values.
- Recordkeeping and reporting problems for trusts or estates.
What it’s like to work with us
You get a relationship with advisors who know your full picture, not just your latest return.
In practice, that looks like:
- Annual and mid-year planning conversations before major deadlines or transactions.
- Coordination with your attorney, financial advisor, and other professionals.
- Clear explanation of tradeoffs between different strategies, with concrete numbers.
- A long-term perspective that accounts for both your needs and those of the next generation.
Is Langdon & Company a fit for you?
You are likely a good fit if:
- You have complexity in your financial life from business ownership, equity compensation, real estate, or multiple income sources.
- You are planning for retirement, a business sale, or a major life transition.
- You want tax, estate, and wealth transfer planning that aligns with your long-term goals and family dynamics.
- You prefer a proactive relationship with a CPA firm rather than a once-a-year transaction.
If you want a more intentional plan for your taxes, estate, and wealth transfer, contact our team to schedule a conversation about your situation and objectives.