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Tax Planning

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Tax rates are still at historic lows versus the past 100 years.  Due to the current economic and political environment, tax rates are likely to rise is some manner in the coming years.  Regardless of such changes, tax planning is a critical component to your overall financial health and one of the most missed financial opportunities by individuals and business owners.  Tax planning focuses beyond filing your tax return and develops proactive strategies to reduce the taxes you pay and maximize your overall financial position.

By utilizing our expertise in the current tax law, complex tax regulations, and new tax regulations; our planning clients better manage their tax expenses and are more prepared when tax law changes occur.

Here is a sample the Tax Saving Strategies we use...

  • Implementing Roth Conversion strategies to create tax free income in later years.
  • Better use of qualified and non-qualified plans to reduce current year's taxes.
  • Develop plans to exercise stock options and other executive benefits to minimize taxes and maximize you net benefit.
  • Managing income and expenses between closely held businesses and the business owners.
  • Developing strategies that determine if business activities should be in one legal entity or separated across multiple entities.
  • Shifting income or expenses across years in order to have them fall in years with a lower tax rate.

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.

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

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