Tax Planning and Advisory

tax planningProactive tax planning

Every decision you make directly and indirectly impacts your personal and business tax burden. Tax planning should be a proactive process factoring in your estate, investments, retirement and business activities.  If you are experiencing tax concerns that keep you up at night, we can alleviate your worries.  We will develop a plan customized to your circumstances and meet with you regularly throughout the year to assure your objectives are met.

Our objective in tax planning is to keep your liability down as much as possible while maximizing your cash flow so that your financial goals are achieved.

  • 1031 Tax Free Exchanges
  • Capital gain conversion
  • Charitable Giving Techniques
  • Cost segregation
  • Entity selection
  • Exempt Organizations
  • Family Limited Partnerships
  • Federal and State Tax Planning and Preparation
  • Income shifting
  • Mergers, Acquisitions and Reorganizations
  • Multi-state planning
  • Pensions and Employee Benefits
  • Personal and business tax planning
  • Sales Tax
  • Tax deferral strategies
  • Trusts and Estates