When you hear...
The term “tax planning”, it is common to think of income tax or estate tax for the wealthy - but it can also mean dealing with sales taxes, excise taxes, property taxes, or other forms that all cost you money. If not planned for, taxes can be a major obstacle on your financial path. We work with you to identify areas where you can save money on your taxes and plan accordingly. We help you understand the tax effects of financial decisions, and work to minimize the short-term and long-term tax cost to your assets.
We offer a comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies, as well as ongoing annual reviews of your tax situation and planning to incorporate any new tax law changes.
Tax Strategies
- Estate tax planning
- Maximize education expense deductions
- Maximize charitable deductions
- Personal & Corporate Income Tax Preparation
- Stretch IRA tax benefits over multiple generations
- Convert an IRA to a Roth IRA
- Reduce inheritance taxes
- Structure the sale of a busines
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
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