Services
Navigating the complex landscape of finance, Hata Advising guides clients through pivotal decisions with precision, creativity, and strategic foresight—unlocking opportunities that lead to lasting success and financial confidence.
Tax Planning
We go beyond tax filing with proactive, year-round strategies to minimize lifetime tax liability.
*Advise on major transactions like business sales, real estate, and succession planning
*Assess current & future tax exposure
*Implement smart structures, retirement plans, and charitable strategies
*Align tax planning with investments for maximum after-tax returns
Wealth Management
We help you grow and protect your wealth with:
*Regular reviews to keep you on track
*Custom investment portfolios
*Tax-smart strategies
*Ongoing monitoring & adjustments
Estate Planning
A structured approach to preserving wealth, minimizing estate taxes, and ensuring a smooth transfer of assets to the next generation or charitable causes.
*Integrate business succession plans with personal estate plans
*Coordinate with estate attorneys to design trusts, wills, and asset titling that align with tax and investment plans
*Develop gifting strategies to reduce taxable estates
*Ensure liquidity planning so heirs are not forced to sell assets to cover taxes or debts
CFO Services
Executive-level financial leadership for businesses that need strategic insight without a full-time CFO.
*Integrate owner’s personal wealth goals with business strategy
*Oversee financial strategy, forecasting, and cash flow management
*Implement systems for accurate, timely financial reporting
*Optimize pricing, margins, and operational efficiency
*Advise on financing, M&A, and capital allocation decisions
Keys and Kapital 