Tax Planning
We partner with our clients to address their tax planning needs in a timely and effective manner. By doing so, we are able to fully understand their situation and ensure that their tax liabilities are as low as the law permits.
Our tax planning services extend far beyond determining how much tax is owed.
- Quarterly estimates and year-end tax projections.
- Tax planning for property transactions including tax deferred exchanges.
- Estate planning.
- Gift planning.
- Retirement planning.
- Fringe benefit, cafeteria plan and stock option planning.
- Develop multi-year tax minimization strategies including utilization of suspended losses, net operating losses, tax credits, stock transactions and incentive stock options.
- Choice of entity or change of entity.
- Tax planning for closely held companies.
- Succession planning for closely held or family-owned businesses.
- Representation before the federal and state taxing authorities.