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Tired of paying taxes?
Our focus isn't merely on business. Our individual and family tax planning strategies can both reduce and defer your current and future taxes, sometimes for many years. We create tax plans that ensure you pay fewer taxes, keeping as much of your hard-earned money as possible, whether for your own business or your personal finances. Nobody wants you to pay less taxes than we do.
Or, if you would like to investigate long-term tax planning such as gift and estate tax reduction, retirement planning, or charitable giving to a private foundation or public charity, our experts can craft these tax saving ideas into an overall personalized plan.
Whatever your interest, tax planning should be an important facet of your total financial planning process.
Depending upon your needs, our creative planning processes can include any of the following strategies:
- Year-end tax planning
- Multi-year tax projections
- Minimization of Alternative Minimum Taxes
- Investment planning and capital gain tax strategies
- Gift and estate planning
- Retirement and distribution planning from retirement plans and IRA's
- Business succession planning
- Charitable gift planning
- State and local tax issues
- Education funding strategies including 529 plans
- Expatriate tax issues
Managing tax audits
Our expertise extends to tax audits. Not only will we prepare all of your Federal and State income tax returns, we'll vigorously support and represent you in any tax audits from start to finish. In most cases, our clients never even see the evil tax auditors.
Planning and preserving your wealth
You've reached the critical point in your career where important questions about your personal finances arise.
- Now that I've earned some wealth, how do I protect it?
- How do I manage it?
- Can I grow this into independent wealth?
- How do I pass it on to my children and grandchildren?
Our personal and fiduciary tax practice is aggressive in protecting your interests. From immediate concerns to long-term planning, we can help you establish an individually-tailored approach that considers the complete picture of your family's financial status and desired goals.
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