Tax Planning

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, and issued IRS, and tax guidelines.

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. Continuous interaction and being part of your strategic team is key in this process.

• Grow and preserve assets by keeping your tax liabilities as low as possible.
• 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.
• Plan your investment sales in line with tax liabilities so you can grow your wealth faster.
• Plan your retirement distributions so you can retire in style.

• Reviewing and strategizing of income among all within the IRS guidelines or legal entities in order to reduce tax liabilities.
• Changing 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 you may not be taking advantage of in your current structure.