The Tax Playbook for Professional Athletes
Here is an overview of the major tax issues professional athletes face and why they require a coordinated, year-round approach.
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Private Client Services
Personalized tax and estate planning for high-net-worth individuals and families
Tax and estate planning at the highest levels of wealth is not a once-a-year conversation. It’s an ongoing process shaped by changing tax law, life events, business transitions, and the goals you have for your family’s future.
The decisions are high-stakes and interconnected, whether you’re:
- Thinking through what the next generation inherits
- Planning for a liquidity event
- Structuring a trust
- Managing equity compensation
BPM’s Private Client Services practice works with high-net-worth individuals, executives, entrepreneurs, and multi-generational families on the full range of tax and estate needs that come with significant wealth. We help ensure that when the pieces of your financial life move, they move in the right direction together.
Our Private Client Services
BPM’s Private Client Services include three areas of focused support, each designed to work in concert with the others. Our practice brings together the planning, structuring, and compliance work that high-net-worth individuals and families need, coordinated across your full financial picture.
CONNECT WITH A PRIVATE CLIENT SERVICES PROFESSIONAL
Tax Planning Services
Tax Controversy Services
Trust & Estate Services
Family Office Services
Working with BPM
Tax and estate planning at this level isn’t just about minimizing what you owe; it’s about making your decisions hold up over time and across changing circumstances. BPM’s Private Client Services practice brings together the planning, structuring, and compliance work that high-net-worth individuals and families need, coordinated across your full financial picture.
If you’re ready to work with a team that takes a long-term, holistic approach to your tax and estate needs, let’s start the conversation.
Meet our Private Client Services Leaders
Sandy Murray
Partner, Tax
Private Client Services Tax Leader
Chair, BPM Board of Directors
Meredith Johnson
Partner, Tax
Private Client Services Tax Leader
Tony Gales
Partner, Tax
Tax Practice Group Leader
BPM Board of Directors
Karla Luna
Partner, Tax
Estate & Trust Tax Leader
Sachiko K. Danish
Partner, Tax
Estate & Trust Tax Leader
James Elliott
Partner, Tax
Managing Partner – North Valley Region
Tami McInerney
Partner, Tax
Nonprofit Tax Leader
Rich McDonnell
Partner, Tax
Community Outreach Liaison Leader
Kyle Bybee
Partner, Tax
Managing Partner – South Coast Region
Kris Marney
Partner, Advisory
Cynthia Schoelen
Partner, Advisory
Natalie Keam
Senior Manager, Advisory
Start the conversation
Looking for a team who understands where you’re headed and how to help you get there? Whether you’re building something new, managing growth or preserving success, let’s talk.