Metropolitan Capital Bank’s partnership with CBIZ Accounting, Tax & Advisory Services allows you to seamlessly integrate tax strategy into your broader CAP. Combined with Metropolitan Capital Bank’s investment and risk management partners, CBIZ can help you develop and implement a tax-efficient, wealth-management strategy.
CBIZ Accounting, Tax & Advisory Services
Combining innovative thinking with a distinctive personal touch, CBIZ provides services and products that are truly unique…Unique because they listen, obtain a thorough understanding of your needs and then work creatively to provide meaningful and functional solutions…Unique because CBIZ takes a proactive interest in each client's success.
Tax Services
When it comes to tax laws, only one thing remains constant - change. CBIZ tax professionals work closely with you to identify and evaluate tax-planning opportunities and assist in minimizing your income tax burden. CBIZ's extensive experience, timely response and comprehensive range of technical skills allow them to assist with a broad range of tax matters and issues.
Individual Tax Planning & Consulting
CBIZ invests substantial time to understand your goals and objectives in order to minimize personal tax exposure and provide solid guidance.
- Annual tax liability projection and planning
- Family estate and gift planning
- Charitable giving
- Personal financial planning
- Retirement planning
- Stock option consulting
- Tax matter dispute representation
- Tax returns / compliance
For more information contact your PCM or visit the CBIZ website, www.cbiz.com.
For more information on Metropolitan Capital Bank’s Tax and Accounting Services, please contact your Private Capital Manager. To obtain a PCM, please contact Richard Keneman, Principal Private Capital Manager, at 312.640.2350.
