Founder & CEO | Premium Tax Planners
Usama Makda is the Founder and CEO of Premium Tax Planners and one of the preeminent tax planning strategists for business owners, entrepreneurs, and high-income professionals across the United States. With over a decade of experience in tax strategy, financial advisory, and wealth preservation, he has built a reputation for transforming how successful individuals think about and manage their tax exposure.
Usama began his career at KPMG, one of the world’s foremost accounting firms, where he developed deep expertise in tax compliance, financial reporting, and complex advisory engagements. That institutional foundation now drives everything he does at Premium Tax Planners, a nationwide practice built on one conviction: that meaningful tax savings are engineered before financial decisions are made, not after the year is over.
For affluent families, executives, physicians, and business owners, annual gifting remains one of the simplest ways to transfer wealth efficiently....
Most tax planning strategies focus on reducing taxes today. A Roth conversion takes a different approach. Instead of deferring taxes,...
Many executives and high-income professionals assume the taxes on their Restricted Stock Units (RSUs) are largely handled by their employer....
For years, affluent families, business owners, executives, and physicians prepared for the possibility that the historically high federal estate and...
The tax landscape for affluent households looked very different just a few years ago. Many of the individual tax provisions...
For high-income professionals, investment taxes can have a meaningful impact on long-term wealth accumulation. While many investors focus on generating...
If your income or financial structure has moved beyond what standard tax planning covers, a conversation is the right starting point. At Premium Tax Planners, we will review your current position, identify what is being left on the table, and tell you directly whether advanced tax planning makes sense for your situation.
