Tax Planning

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 enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.  When changes in taxation and compliance reporting occur, we are proactive in responding and implementing those changes, whether to capitalize on tax benefits or minimize the tax impact to our clients.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually seek opportunities to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you...

  • grow and preserve assets by keeping Uncle Sam out of your pockets.
  • defer income to provide more income today and pay less taxes later.
  • reduce taxes on your income so you keep more of what you earn.
  • reduce taxes on your estate so your family keeps more of what you've earned.
  • reduce taxes on your gifts, allowing you to gift more abundantly.

  • reduce taxes on your investments, allowing your wealth to grow 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 maximize the income taxed in lower brackets.
  • Shifting income or expenses from one year to another to enhance the amount of income taxed in lower brackets.
  • 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.
  • Enhancing tax deductions by structuring your money to purchase things you enjoy, such as a vacation home.

Many of our clients save many times our fee in reduced tax liability through careful planning and legitimate tax strategies.

If you'd like to receive more information about our Tax Planning Service, please complete this form.

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