Tax Consulting, Compliance and Planning
We will devise a tax strategy to minimize your liability, including
application and compliance with appropriate tax laws and filings.
We continually update our knowledge base to provide the most current
analysis of the constantly changing tax laws.
How
can I maximize my income and minimize my taxes when I retire?
Retirement planning
We help you with a balanced approach that incorporates planning a tax
strategy that minimizes liability, formation of the most advantageous
business entity, (whether it is a Partnership,
Corporation, S Corporation
or LLC) developing operating plans that account for
pertinent variables, and preparation of the necessary forms and statements
to keep things running smoothly as you reach your goals.
Buying
a Business, Amortizing Lease Value, Saving Money
Our principals have a long history of working with nonprofit organizations
and are committed to assisting them with the same attention to detail
all our clients have come to expect. Our thorough knowledge of
the applicable regulations often results in significant tax savings,
thereby increasing the availability of their resources for service provision.
We provide guidance on the most efficient solutions to handle tax compliance
requirements for payroll including salary and benefit plans such as
insurance plans, pension plans, cafeteria benefits and health insurance.
- Minimizing Taxes with Gifts, Estates and Trusts
Proper planning is essential in order to make sure your money goes
to the recipients of your choice and at the right time to minimize estate
and gift taxes through proper gift and estate planning and compliance.
Reducing
an Estate's Tax Burden Lets Heirs Receive More Over the Long Term
Because we are well versed in the appropriate rules and regulations,
(and we will further research particular issues when needed), we can
suggest approaches that protect your funds as much as possible and still
fulfill all pertinent requirements.
Complex
Needs -Divorce, Terminal Illness, Providing for Children -Require Individualized
Planning
There are many answers to each question regarding estate and trust
income tax planning. Each person's situation is unique and requires
knowledge of the options and the applicable rules. We are skilled
at recommending the most suitable plan based on a client's specific
needs and objectives.
An
Elderly Parent, An Adult Child with Special Needs, A Legacy for a Family's
Future
We’ll help you analyze the tax consequences involved with the
various options as you plan for the future. Careful consideration of
all pertinent factors helps us arrive at the best strategy for each
client.
• Which plan will meet your needs both individually and for the
business?
• What is the best time to implement a pension plan?
• Which plan should you choose?
• How much do you need to invest?
• What are your expectations for your employees?
• Is a pension plan appropriate or is there another instrument
that will fulfill your objectives?
• When will your tax liability be lowest?
|
