Tax Planning

Assist with the preparation of federal and state income tax returns for individuals, trusts, corporations, partnerships, LLCs, and foundations.

Recommend and develop effective tax strategies in order to help meet individual and family tax planning goals.

Provide consultation about various tax issues, including:

  • Charitable gifting strategies
  • Tax-efficient utilization of capital gains and losses
  • Impact of the Alternative Minimum Tax
  • Development of stock option strategies
  • Projection of estimated tax liabilities
  • IRA and other retirement plans

Provide information pertaining to changes in the tax laws on a timely basis.