Washington, DC Accounting Firm | Private Client Practice Page | Michael Rinaldi & Company LLP

Michael Rinaldi & Co. LLP (MRCO) has an extensive and sophisticated private client practice that encompasses the areas of personal income tax; gifting; trust, estate and generation skipping transfer taxes; as well as charitable transfers.

Our clients include individuals and high-net worth families throughout the U.S. and around the world whose wealth is generated from hard work and entrepreneurial spirit, and may include real estate, private equity, technology or inheritance as its source. We advise on all aspects of wealth structuring, using domestic and international trusts, foundations and private trust companies both domestic as well as offshore. The firm advises real estate fund management as well as foreign investors with respect to the estate and gift tax consequences and planning for US real property interests. A common element among our private clients is the link between wealth and real estate investment. Accordingly, MRCO has endeavored to develop extensive expertise in these interrelated areas, through academics and practice.

Subject Matter Expertise

  • Individual income tax matters, multi-state tax issues

  • Family office structure and operations

  • Tax preparation and planning with respect to US and International trust structures

  • Personal real estate transactions

  • Tax preparation and advice regarding private foundations and support organizations

  • US estate and gift tax preparation

  • Income and estate tax strategies for fine art and collectibles

  • Structuring of family holding companies to facilitate income tax and succession planning

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