High-Net-Worth Tax

Successfully maintaining wealth across generations requires advisors with extensive expertise to provide effective solutions for those challenges.

Keiter has two decades worth of experience serving many multi-generational wealth families in Virginia. Keiter’s Family, Executive, and Entrepreneurial Advisory Services group is experienced in all aspects of income, gift and estate taxation; trust tax compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.

Our Experience

We have a depth of professional resources dedicated to minimizing our client’s tax burdens, through careful consideration of federal, local and international regulations with the end goal of balancing risk, while maximizing wealth.

Each client’s goals, financial situation and family dynamics are different. Keiter looks at the full spectrum of factors impacting your wealth and identifies effective solutions; and we do so with the highest standard of quality, integrity and professionalism.

We have decades of experience to offer expert insight and innovative solutions to meet the needs of the most intricate and complex tax-related situations. Our services include:

Income Tax Planning & Compliance
Charitable Planning
Gift Planning & Compliance
Trust and Estate Planning & Compliance
Business Succession, Major Life (Milestone) Event, & Retirement Planning

Partnership with Other Trusted Advisors

We also work closely with other trusted professionals and compliment your financial advising team in the following areas:

Financial and Investment Planning – Keiter partners with other advisors who understand that financial planning is a process of setting both short and long-term goals. Together we will help develop and implement a strategy to meet challenges and opportunities that will arise and change over your lifetime.
Insurance and Risk Management – Working with licensed insurance agents, Keiter assist with a review to determine how your current policies are performing and whether they are adequate for your current and future needs.
Family Office Solutions – Keiter’s goal in helping you choose a family office provider is to choose a competent, trusted team to give you centralized financial administration services designed to manage all of your financial needs. Once selected, Keiter will work closely with such family office to assist in both financial and tax matters.

Keiter’s Family, Executive & Entrepreneur Advisory Services Team is your team of tax professionals dedicated to the unique and comprehensive needs.

As your specialized team of opportunity advisors with the premier CPA firm of central Virginia, we are uniquely positioned to deliver individualized and focused service with a teamwork approach using Keiter’s unified client service process to work collaboratively and proactively with our colleagues in other departments (Assurance, Valuation, Risk Advisory, and Consulting) to efficiently and effectively complete all of your engagement requests.

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Estate Planning

Thoughtful estate planning ensures that your legacy is preserved and transferred according to your wishes – with minimal tax impact.

Our team provides sophisticated tax strategies that support lifetime gifting, trust structures, charitable giving, and generation-skipping transfers. We collaborate closely with attorneys and financial advisors to deliver integrated estate plans that align with your personal, financial, and philanthropic goals.

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Families with Multigenerational Wealth

Sustaining wealth across generations requires proactive tax planning and a clear long-term strategy.

We help multigenerational families navigate complex wealth structures with tax-efficient solutions that support gifting, succession planning, family governance, and trust administration. Our professionals work collaboratively with family offices and advisors to preserve capital, reduce tax burdens, and foster financial continuity for future generations.

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Executives & Corporate Officers

Executive compensation often comes with intricate tax implications – from stock options and deferred compensation to bonuses and retirement packages.

We provide tax planning services tailored to corporate leaders, helping optimize equity compensation, manage AMT exposure, and plan for liquidity events. With a keen understanding of SEC rules and executive tax nuances, we help you make confident, tax-smart decisions.

Identify planning opportunities that align with you and your family’s long term and retirement goals.

When you are ready to exit the corporate world, we will assist you with the planning and considerations necessary to effect a seamless transition. Whatever phase of life you are in, we, along with your other advisors, will collaborate to explore new opportunities and solutions that match your goals and meet your needs.

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Entrepreneurs & Business Owners

Your business is likely your most valuable asset – and managing its tax impact is critical to protecting your personal wealth.

We help entrepreneurs navigate entity structuring, compensation planning, succession strategies, and exit tax planning. Whether you’re scaling, selling, or transitioning your company, our integrated tax guidance helps you reduce risk, capture opportunities, and retain more of what you’ve built.

We partner with you during the lifetime of your company, whether managing the rapid growth stage, considering opportunities to exit the business, or investing in other opportunities. Our team collaborates with you to consider planning opportunities for your business and identify the possible impacts to your shareholders, family, and personal financial goals. We actively engage your team of advisors to plan for opportunities that may arise and to ensure a comprehensive approach to identify and mitigate tax exposure areas.

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