Strategically Navigating Tax Complexity

At Livingston Group we tailor tax strategies to you, minimizing your family’s overall tax burden to maximize your wealth.
We're more than tax accountants; we're your strategic partners.
Partnering with Livingston Group

Our Unique Approach

Unlike typical accountants who contact clients only during tax season, we engage with you year-round. We integrate income, estate, trust, and gift tax planning into your overall investment strategy.
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Strategic Tax and Financial Planning

Selective Clientele: We focus on high net worth individuals and family groups with diverse holdings –– including real estate, public and private securities, and other investments –– to support your financial goals.

Proactive Advisory: Beyond tax compliance, we align your tax strategy with investment planning and cash flow management.

Balanced Professional Life

Our team believes in delivering excellence while maintaining a healthy work-life balance. This philosophy ensures we're at our best for you.

Tailored Services for Complex Needs

Specializing in tax strategy and planning, estate planning and implementation, and trustee services, we provide bespoke solutions supporting your unique financial landscape.

Integrated Approach

We work alongside your other advisers, sparking teamwork to enhance a unified financial strategy.
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Our Commitment

Legally Minimizing Your Taxes

In 1934, Judge Learned Hand wrote: “Anyone may so arrange his affairs that his taxes shall be as low as possible…” We create such arrangements. We work within a complex system to structure creative solutions capable of withstanding scrutiny.
Our Services
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10 Essential Strategies for Effective Tax and Estate Planning

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Download our Free PDF

10 Essential Strategies for Effective Tax and Estate Planning

We will not sell your information, but may follow up with you about our services.
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Download our Free PDF

10 Essential Strategies for Effective Tax and Estate Planning

We will not sell your information, but may follow up with you about our services.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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