💼Tax, Planning & Advisory Services for HNW Individuals & Families

Proactive and Results-Focused.

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Our strategic tax planning goes beyond compliance to deliver clarity, foresight, and measurable savings:

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🔹 Multi-Year & Multi-Scenario Analysis – Advanced projections to evaluate tax outcomes across multiple decision sets, helping you identify the most efficient path forward.

🔹 Estimated Payment & Cash Flow Planning – Clear guidance on quarterly tax payment requirements to minimize underpayment risk and avoid year-end surprises.

🔹 Equity Compensation & Multi-Income Optimization – Coordinating stock options, RSUs, consulting income, and practice income for maximum efficiency.

🔹 MAGI Management – Controlling Modified Adjusted Gross Income to preserve eligibility for critical deductions, credits, and phase-outs.

🔹 Effective Tax Rate Minimization – Layered strategies to lower your lifetime tax burden.

🔹 NIIT & AMT Planning – Targeted strategies to manage Net Investment Income Tax and Alternative Minimum Tax exposure.

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Cobalt PacWest delivers proactive planning designed to keep you ahead—so every financial decision aligns with optimized tax outcomes.

Clarity and  Alignment

True financial planning goes beyond investments or tax returns—it’s about aligning every piece of your financial life with your goals, values, and priorities. We integrate strategy, structure, and execution to give you confidence and clarity.

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🔹 Income & Cash Flow Planning – Aligning earnings, expenses, and savings to support lifestyle and long-term goals.

🔹 Investment & Retirement Strategies – Coordinated planning across accounts, defined benefit plans, 401(k)/profit sharing, and advanced retirement structures.

🔹 Risk & Insurance Management – Protecting income, assets, and family security with the right coverage.

🔹 Debt & Liability Planning – Managing student loans, mortgages, and practice-related debt to improve flexibility and cash flow.

🔹 Real Estate & Business Advisory – Structuring ownership, practice income, and property holdings for efficiency and growth.

🔹 Estate & Legacy Planning – Coordinating trusts, gifting, and charitable strategies to preserve wealth and align with family priorities.

🔹 Education Funding Strategies – Tax-efficient plans to support children’s or grandchildren’s education without jeopardizing retirement goals.

🔹 Integrated Tax Planning – Layering proactive tax strategies with financial planning to minimize liabilities and maximize lifetime wealth.

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Cobalt PacWest delivers comprehensive planning that brings every element of your financial life together—so you can stay focused on what matters most: your family, career, and future.​​

Flawless. Efficient. Secure.

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At Cobalt PacWest, tax compliance goes beyond filing forms—we deliver accuracy, efficiency, and peace of mind. Every return is prepared with the utmost care to capture all deductions and credits you’ve planned for, earned, and deserve.​​

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🔹 Seamless Federal & State Return Preparation – Designed to minimize taxes while maximizing savings.
🔹Individual, Trust & Estate, C-Corporation, S-Corporation, Partnership, LLC, and Gift Tax Returns.
🔹 FBAR Filings – Compliance for foreign assets and reporting requirements.
🔹 Estimated Tax Vouchers & Quarterly Tax Management – Keeping you on track and avoiding year-end surprises.
🔹 Secure Electronic Filing & Client Portal – Fast, efficient processing with 256-bit encryption for bank-level security.​

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Cobalt PacWest provides flawless tax preparation backed by proactive planning—so compliance is never just a task, but a seamless part of your financial strategy.

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