Maximize Your Income by Implementing a Tax Saving Strategy

In 1987 Durbin Bennett was founded in Austin originally as a tax practice. When our founder, Rick Bennett, began to notice that the complex needs of wealthy families were not being properly served, he decided to create his own firm dedicated to wealth management services. With tax planning in our DNA, tax savings and efficiencies are central to what we do for our clients. You’ve worked hard for your money, so let us help you keep as much of it as possible. We do so by employing the following strategies:

  • Optimize the allocation and management of your assets across different types of accounts.
  • Analyze and optimize the sale or holding of stock options, closely-held private stock, and concentrated publicly traded stock.
  • Help you understand the tax ramifications of selling your business, retiring, making charitable gifts, and buying or selling real estate.
  • Put you in contact with strategic tax practitioners.

Transferring Wealth to the Next Generation Through Estate Planning

Whether you’re at the finish line or just starting the race of building wealth, you want your family to directly benefit from your hard work. Estate planning is an important step in ensuring your family reaps those benefits. Over the years we have developed trusted relationships with vetted estate planning attorneys who can help you strategically create an estate that protects your family and wealth in an effective and efficient manner.  Below are some of the topics we assist within protecting your family and your wealth:

  • Wills
  • Trusts (irrevocable, revocable, charitable)
  • Gift tax planning
  • Buy-sell agreements
  • Donor-advised funds (DAF)
  • Divorce
  • Business succession planning
  • Inheritance / Wealth transfer

Contact our Austin Office to Implement Tax and Estate Planning to Your Portfolio Today

To learn more about our tax and estate planning strategies and how your portfolio could benefit, call, or fill out our form.

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