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Tax and Estate Planning are an integral part of any client's investment plan. Nuland & Arshad, Inc. is careful to evaluate the tax implications of investment decisions taken on behalf of its clients and has the necessary experience to work with accountants and attorneys to structure and arrange the tax-protected transfer of assets to avoid needless penalties and enhance growth. Preparation of annual tax returns and quarterly estimated tax payments is a regularly available service.

For Clients with philanthropic goals, Nuland & Arshad, Inc. is glad to provide advice on alternatives for preserving wealth while putting assets to work for the ultimate benefit of charitable organizations. In addition, the firm will work with clients to structure ethical portfolios which are tailored to the client's views on public companies which provide value in the markets they serve in a socially desirable manner.

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