Planning is the key to successfully and legally reducing your tax liability. We go
beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We make it a priority to be familiar with the current tax law, complex tax code, and new tax regulations
by attending frequent tax seminars.
Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.
Following is a listing concerning the types of tax planning we commonly provide to different categories of clients.
Individuals
- Tax projections
- Real estate and section 1031 like-kind exchange
- Stock options
- Divorce
- Foreign tax
- Gift and estate
Businesses
- Buying and selling a business
- Retirement plan analysis
- Business entity selection
- Foreign tax
Estates, Trusts and Gifts
- Estate reduction strategies
- Tax review of wills and trusts
- Gift strategies
- Valuation discount
- Charitable strategies
We recommend Tax Saving Strategies that help you...
- grow and preserve assets by keeping Uncle Sam out of your pockets.
- defer income so you can keep your money now and pay less taxes later.
- reduce taxes on your income so you keep more of what you make.
- reduce taxes on your estate so your family keeps more of what you've made.
- reduce taxes on your gifts so you can give more.
- reduce taxes on your investments so you can grow your wealth faster.
- reduce taxes on your retirement distributions so you can retire in style.
Here's just a few of the Tax Saving Strategies we use...
- Splitting income among several family members or legal entities in order to get more of the income
taxed in lower bracket.
- Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a
lower rate.
- Deferring tax liabilities through certain investment choices such as pension plans, contributions and other
similar plans.
- Using certain investments to produce income that is tax exempt from either federal or state or both taxing
entities.
- Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation
home.
Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax
liability through careful planning and legitimate tax strategies.