Tax Planning

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 contact us.

• grow and preserve assets by keeping up with your current tax situation
  
• 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.

• Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
  
• Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
  
• 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 by structuring your money to pay for things you enjoy, such as a vacation home.
• Helping you maximize the impact of the tax bracket to your advantage to ensure you are paying the correct amount of tax each year.