EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients.
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Private Tax Services
The tax issues affecting private companies and their owners are unique and call for an advisor who can address the business tax issues, as well as the personal tax issues. Whether you are a corporate tax director, family business owner, private capital investor or portfolio company executive, together we can help so you are up to date on the current tax regulations, understand your tax provision and comply with laws using the thoughtful combination of technology and business advice.
What EY can do for you
EY Private Tax brings together advisors across the country, and the globe, who share a passion for supporting your unique ambitions by providing:
- Family and business governance
- Family office advisory
- Trust and estate fiduciary services
- Wealth transfer and succession planning
- Tax services for private equity portfolio companies
- Individual, family and business tax advice
- Federal and state structuring
- Tax compliance and reporting
- Tax risk controversy support
- Asset protection support
Our latest thinking
Tax in a time of transition (April 11, 2025)
In this webcast, panelists discuss the US economy and tax policy, what’s happening at the IRS and breaking developments.
11 Apr 2025 | 16:00 your local time
What companies can do to navigate new reciprocal tariffs
Join us for a discussion of recent developments and what actions companies should consider as these changes take effect.
04 Apr 2025 | 16:00 your local time
The value creation advantage: boosting cash flow in family offices
Discover how family offices can unlock additional cash flow through targeted value creation without disrupting their investment strategies. Read more.
25 Mar 2025
Robert (Bobby) Stover, Jr.
How the world’s 500 largest family businesses build and sustain value
The 2025 EY and University of St.Gallen Global 500 Family Business Index ranks the world’s largest family businesses. Read more.
12 Mar 2025
Lauri Oinaala
Steps companies should take now to prepare for major tax legislation in 2025
Companies should prioritize their tax planning, advocacy, and modeling now to effectively navigate anticipated major tax legislation in 2025
12 Mar 2025
Colleen O’Neill
The outlook for global tax policy and controversy in 2025
In this webcast, panelists discuss strategic priorities for tax departments as they address significantly changing global tax policy. Learn more.
12 Mar 2025 | 14:00 your local time
Tariffs are here: what companies need to do now
The Trump administration implemented its first round of tariffs, originally slated to take effect February 4, on imports from Canada, China and Mexico.
05 Feb 2025 | 18:00 your local time
Bring tax advisers to the board room to navigate volatility
Tax can help strategic business planning, but leaders must have direct, regular communication with advisers.
15 Jan 2025
Kevin Flynn
How strong capital planning helps protect a family business’s legacy
Family enterprises need a structured capital strategy to address the various needs of the business and shareholders. Learn more.
07 Jan 2025
Gene Peck
The uncertain future of TCJA's IRC Section 199A
IRC Section 199A may expire at the end of 2025, causing tax implications for business owners.
18 Nov 2024
David Kirk
How family businesses can build a resilient shareholder liquidity plan
Discover how to strategically balance the short- and long-term capital needs of your family-owned business and the growing liquidity needs of your owners.
28 Oct 2024
Sean Aylward
Why the family office of the future needs refreshed operating models
Tech and talent need highlight opportunities for family offices to evolve, Wharton Global Family Alliance survey shows. Here are actions to take today.
30 Sep 2024
Robert (Bobby) Stover, Jr.
5 megatrends shaping the world: how to stay ahead of the curve
The world is transforming, and megatrends are helping shape it. To thrive in a global economy, family enterprises must be forward-looking and resilient.
16 Sep 2024
Robert (Bobby) Stover, Jr.
How family businesses can plan their company capitalization strategy
Planning for the capital needs of a family enterprise requires balancing business growth objectives with stakeholder liquidity expectations. Read more.
07 Feb 2024
Gene Peck
How tax transparency affects privacy for high net worth individuals
HNWIs face privacy concerns as tax transparency grows. Balancing tax compliance and protecting personal information is a challenge. Learn more.
12 Oct 2023
Michael Parets
How private tax services helped retain a $100 million account
Learn how an EY team was able to help a wealth manager to secure their multimillion portfolio assets.
10 Jul 2023
Joel Friedlander
Managing QSBS status and working capital
Learn more about satisfying the requirements needed for corporations to meet the QSBS definition and redeploy cash within IRS Section 1202 guidelines.
02 May 2023
Tony Nitti
Why competitive private businesses are transforming their tax function
For private businesses transforming their tax functions at a time of global flux, co-sourcing may be a valuable part of the solution. Learn more.
23 Jan 2023
Steven Shultz
How to manage risks and protect family offices
Single family offices should implement a risk framework and management system to recognize potential areas of concern. Learn more.
01 Jan 2023
Robert (Bobby) Stover, Jr.
How EY can help
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Family Office Advisory Services offer domestic and cross-border tax services to high net worth individuals and families.
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EY Family Enterprise Business Services is designed to help enterprising families grow larger, more valuable businesses that will last for generations. We can help you develop and implement a plan for growth, generational transition and shareholder liquidity.
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FTEAS provides fiduciary/court accounting services to banks, law firms, family offices and individual trustees and executors.
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Learn how our wealth transition team can help your business design wealth transitions based on the owner or family’s vision and objectives.
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Our experienced tax professionals, understanding both portfolio companies and fund sponsors, bring deep knowledge and exceptional service to private equity clients.
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