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, or the globe, who share a passion for supporting your unique ambitions by providing the following:
- Business tax compliance and reporting
- Tax risk controversy support
- Personal tax advisory and compliance
- Wealth transfer planning
Our latest thinking
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.
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.
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.
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.
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.
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.
10 tips for preserving and growing personal wealth
Navigate your financial future with an eye toward wealth preservation, business and asset protection, and legacy enhancement. Read more.
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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The team
Jim Givens
Americas EY Private Tax Leader
Passionate about team-building. Inspired by those who take risks. Loves the outdoors and spending time with family.
Tysons, USA
Robert (Bobby) Stover, Jr.
EY Americas Family Enterprise and Family Office Leader
Leader and advisor in supporting family enterprises to achieve their ambition and secure their family legacy for generations. Regular instructor and speaker on topics relevant to family enterprises.
Dallas, USA
David Kirk
US EY Private National Tax Partner
A highly accomplished tax leader. National Tax Partner. Principal author of income tax regulations. Georgetown University Law Center adjunct professor.
Washington, DC, USA
