We Are High Income Specialists.

Iannuzzi Manetta professionals assist high income earners and high net worth individuals with:

  • Understanding excess financial planning needs and tax implications.

  • Tough decisions to navigate and plan future financial decisions.

  • Managing the high expectations that affect their decision making.

  • Simplifying and clarifying tax and strategic financial decisions.

We work closely with you, while collaborating with investment managers, lawyers, insurance professionals and others on your advisory team, to guide your decision making.

Our CPAs, financial consultants and tax advisors have extensive financial planning and asset management experience with high net worth individuals and families across the nation. While each financial plan has different objectives, we help individuals to:

  • diversify portfolios

  • plan stock option strategies

  • improve liquidity

  • protect assets

  • transfer wealth

  • minimize tax burden

Iannuzzi Manetta High Net Worth Services Image

Our affiliations and associations keep up abreast of the industry happenings:

American Institute of Certified Public Accountants

Annual Tax Planning Guide.

Understanding the ins and outs of recent tax law changes, as well as the TCJA, and determining which steps to take aren’t easy. That’s why it’s important to work with an advisor who understands their complexities and is well versed in the full range of actions you can take to save tax. We can provide the advice you need, based on our deep knowledge of tax law, including even the most recent changes, and our years of experience in helping clients like you minimize taxes.

This guide includes year-round strategies to make the tax laws work for you. Learn about important tax law changes and ways to minimize your income tax liability.

Request a consultation with an accountant.

Complete our meeting request form and we’ll get back to you regarding setting an appointment!