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Tax Planning

We explore numerous tax planning ideas,structures and strategies looking at taxes in the long and short term and keep you abreast of changes in the law.

  • Comprehensive review of your tax return highlighting possible opportunities for maximizing tax reduction strategies (deduct, defer, divert and convert)
  • Review of your tax situation to incorporate any new tax law changes
  • Consultation with your CPA as needed
  • Discussion of tax solutions including tax-advantaged investments
  • Developing tax efficient pre-retirement and post-retirement income and distributions by analyzing marginal tax brackets and determining whether to take money from taxable, tax deferred or tax free buckets
  • Discussing tax advantaged strategies such as 401k/profit sharing and captive insurance company plans
  • Exploring the viability of utilizing captive insurance compnanies
  • Exploring tax advantaged ways to save for college