Tax Planning

Investment Tax Planning

While most individuals understand the tax consequences of their daily living expenses, most are not aware of their investable tax liability. Taking the time to understand different tax vehicles and different tax consequences can amount to significant savings over a period of time.

Gift and Estate Tax Planning

One of the most important transfers in a client’s life will be that of their Estate. Understanding the options that are available to you will help reduce the amount of taxes that one will face in transferring an Estate. Doing proper planning now can help pass on one’s legacy. Every year we will renew and adapt to the changes in the Gift and Estate Tax laws.

Life Event Planning

Many times there are events in our lives that we need to plan for a financial expense. Moments like college tuition and weddings can be overwhelming. There are many different investment vehicles that can be used to accumulate for those events. Understand and utilizing the ones that are best for your situation can help you prepare for your needs.

Business Tax Planning

We understand that your business is unique. Because of this, we will work with you to determine the current financial state of your business and develop a plan. While working closely with other experts including masters in tax, attorneys and CPAs, we are able to compare, select and implement the best entity structure for your business. We will also establish a benefit program for your employees and help you retain key employees. Once you decide to sell your business we will create a business exit strategy based on what you would like to see happen in your business.

Income Tax Planning

Income tax planning permeates all areas of comprehensive financial planning and typically will return dramatic savings. Your investment strategies, retirement planning, and estate planning are directly affected by our tax system. We can help you arrange your financial affairs to maximize the use of all available deductions, exemptions, and credits in order to minimize your tax liabilities.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situation. IRS Circular230 Disclosure: To ensure compliance with requirements imposed by the IRS,we inform you that any U.S. tax advice contained in this communication(including any attachments) is not intended or written to be used, and cannot be used, for any purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed therein.