Featured Service
Individual Tax
No matter how complicated your financial situation, Copeland Buhl stands ready to optimize your tax position and help you plan for the future.
High-Net-Worth
Securing Your Legacy: The Copeland Buhl Approach
True wealth preservation transcends mere numbers—it’s about family, legacy, and the future you envision. Understanding the unique needs of high-net-worth individuals and families, we guide you in managing and growing generational wealth. We work seamlessly with your team of trusted advisors to deliver strategic insights that align with your financial vision and help preserve your legacy.
Comprehensive Solutions for Wealth Preservation
For over 50 years, Copeland Buhl has been helping high-net-worth individuals and families—including owners of businesses such as manufacturing, professional services and real estate—navigate the complexities of preserving and growing wealth. Our holistic approach provides comprehensive services tailored to the specific needs of our high-net-worth clients, including:
- Tax Optimization and Wealth Transfer
We simplify the complex world of taxes, providing clear, strategic direction to achieve your wealth preservation goals. As your high-net-worth tax advisor, we minimize your tax burden through sophisticated planning that encompasses income, estate, gift, and charitable giving taxes.
- Creating a Vision for Your Legacy
We start with a clear understanding of your goals and how you want to dispose of your assets during life and beyond, and we work with you and your family to develop a vision for your multi-generational wealth.
- Business Succession and Liquidity Planning
We provide expert guidance for business transitions, including succession planning, sales, and other liquidity events, ensuring a smooth, tax-efficient process and maximizing your after-tax proceeds.
- A Collaborative Team of Trusted Advisors
We collaborate closely with you and your team of advisors to work through critical issues such as control of assets (including the family business), charitable contributions and gifts. We coordinate your individual tax planning with your retirement, estate, and financial strategy, emphasizing tax optimization and long-term wealth preservation.
- Philanthropic Planning
We help you structure your charitable giving to maximize its impact and align with your values, while also considering potential tax advantages.
Guiding Your Legacy Through Life’s Stages
Copeland Buhl is your steadfast guide for every phase of your life. We help you strike the delicate balance between wealth creation and generational planning, ensuring your legacy endures for generations. We understand the profound responsibility of managing family wealth and help you navigate the family dynamics that can impact its longevity. By educating the next generation and establishing robust structures, we empower your family to make informed decisions, ensuring your vision for the future becomes a reality.
Our services for high-net-worth individuals and families include:
Business tax
Estate planning
Trust, estate & gift tax
Business succession planning
Cash flow planning and management
Individual tax
Tax estimate planning
Financial statement preparation for individuals, estates and trusts
Trust governance
Family governance
Trust cash flow reconciliation
Distribution analysis
Gifting analysis
Bookkeeping
Bill pay
Forecasting and financial modeling
Education planning
Litigation support
Regulatory audit support
Our Insights
Stay ahead of the curve with what’s trending in accounting and tax across diverse industries. Explore legislative updates, emerging best practices, and in-depth insights on key financial topics.
The Essentials of Minnesota’s Unclaimed Property Act for Businesses and Consumers
February 26, 2025 / Blog
Talent Acquisition in a Changing World: Tips for Building a Resilient Team
February 24, 2025 / Blog
4 Steps to Achieve Consistent and Tax-Efficient Retirement Income Planning
February 04, 2025 / Blog
Join Our Team
Find Your Place at Copeland Buhl
We’re a team of dedicated professionals who take pride in our work and strive for excellence. If you share these values, we encourage you to explore career opportunities at Copeland Buhl
Contact Us
Have questions? We have answers.
Our team of experts specializes in solving accounting and tax challenges. Contact Copeland Buhl today to schedule a consultation. We look forward to helping you achieve your goals!
