Tax Planning
Minimizing exposure and preserving wealth
Affluent families require sophisticated tax planning strategies to help protect their wealth, minimizing current income taxes as well as planning for efficient wealth transfer to their heirs. Effective tax strategies are also important in allowing clients to take fewer risks with their investment portfolios.
Customized to fit you and your family
With GenCrest, clients receive specialized, individual tax planning expertise, employing the latest technology interfaces to keep their data safe and secure. We stay abreast of the latest tax law changes while crafting a custom, long-term strategic plan designed to fit the client’s individual objectives.
Social Security Calculator | Federal Income Tax Calculator
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Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice.
Experienced, thorough, proactive
Our experienced team of professionals maintain the highest standards of accreditation and professional licensing. We apply years of experience and in-depth knowledge to create a tax strategy that makes the entire process less challenging.
Ashley Madden, CFP®, CPA, CEPA
Ashley Madden, CFP®, CPA, CEPA
Director of Financial Planning Services
Ashley is the Director of Financial Planning Services and a Certified Exit Planning Advisor (CEPA) at GenCrest, bringing over 20 years of financial services experience to our clients, including investment management, direct participation programs, income tax strategies, insurance planning, cash flow management, estate planning, and charitable giving.
Ashley fosters a comprehensive, individualized, and multi-faceted approach to various specialized areas of expertise, including business value acceleration, divorce planning, real estate investment, and foreign asset ownership. Ashley also oversees the tax planning and return preparation services for firm clients. Additionally, she coordinates with other key team members to offer tax and financial planning expertise related to business owner strategies, divorce situations, and customized investment management objectives.
Nora Fitzgerald
Senior Tax Accountant
As Senior Tax Accountant at the firm, Nora supports the Director of Financial Planning with individual tax planning and helping clients resolve tax issues. She joined GenCrest in 2024 and is rapidly expanding her role, serving as the point of contact for tax clients and assisting with financial planning analysis and divorce accounting. She specializes in database organization and analysis, identifying and implementing quality control, and conflict resolution for clients.
Nora’s multifaceted skill set and expertise ranges from more than a decade of technical experience across a variety of accounting roles as well as alternative investments, client relationship management and administrative operations. She previously served as point-of-contact for more than 800 active investors in multi-family real estate, giving her keen insight into fostering client relationships and a detail-oriented mentality to supporting the broader team. Nora enjoys the culture of personal ownership, growth, integrity, and stewardship that extends to each client and colleague at the firm.
Frequently Asked Questions
We view tax return preparation as an ongoing cycle of reporting and planning, giving you confidence that your tax reporting is as accurate as possible. However, preparing your tax return is also our opportunity to start planning for the year ahead. By assisting you with tax return preparation, we gain valuable insight into complex planning opportunities for your overall financial outlook, including Roth Conversion strategies, charitable giving, harvesting tax losses and maximizing tax deductions and credits. Tax return services include reporting for individuals, trusts and estates, business entities and reportable gifts. We also specialize in tax reporting for individuals with self-employment income, rental income and pass-through businesses and investments.
Our experienced tax planning team helps with personal and business tax strategies. As with many high-net-worth families, business tax strategies are a major consideration. In most cases, we provide tax planning as an integrated part of our holistic approach to serving our clients, which allows for a seamless, comprehensive experience that aligns personal and business financial strategies to help achieve the most effective outcome.
Although each client is unique, we often see that our clients benefit greatly from having GenCrest take a more comprehensive approach to their financial lives. With a consistent understanding of the specific culture and goals of each affluent client, tax planning can work in concert with wealth management, family office services and business exit planning to ensure a seamless, effective tax strategy that works for the client’s objectives.