Tax Planning

 Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income. 


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.



We recommend Tax Saving Strategies that help you...


  • grow and preserve assets by reducing your total tax.  
  • 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.  
  • reduce taxes on your estate so your family keeps more of what you've made.  
  • reduce  taxes on your gifts so you can give more.  
  • reduce taxes on your investments so you can grow your wealth faster.  
  • reduce taxes on your retirement distributions so you can retire in style.


Here's just a few of the Tax Saving Strategies we use...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.  
  • Shifting 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 by structuring your money to pay for things you enjoy, such as a vacation home.


Many of our clients have significantly reduced their tax liability through careful planning and legitimate tax strategies.   

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