Tax Planning

Planning is the key to successfully and legally reducing tax liability. We go beyond tax compliance and proactively recommend tax strategies. 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. 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. 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 in our practice:

  • 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 that generally client misses out.

Personal Tax and Estate Planning

Personal tax and estate planning is designed to increase your wealth, minimize your income taxes, increase your cash flow, prepare for business continuity, and ensure a secure retirement. We, therefore, focus on the following areas to develop comprehensive financial plans.

  • Income tax planning
  • Investment analysis
  • Insurance analysis
  • Educational funding
  • Business planning
  • Retirement planning
  • Estate planning