Tax Planning


As tax professionals, we gather a great deal of knowledge about our clients, developing a comprehensive picture of their tax situation. We provide extensive, proactive, year-round tax planning allowing us to maximize efficiencies and minimize taxes.

We provide a wide range of tax services for individuals, businesses and fiduciaries, including, but not limited to, the following:

  • Year-end tax planning
  • Multi-year tax projections
  • Entity formation planning
  • Living trust formation and planning
  • Pension plan consulting
  • Evaluating the impact of tax law changes
  • Minimizing the impact of the alternative minimum tax
  • Tax strategies related to your investment planning and capital gains
  • Estate and gift tax planning
  • Allocation of assets to trusts in an estate context
  • Retirement planning and distributions from qualified plans and IRAs
  • Family-owned or closely held business succession planning
  • Charitable giving planning
  • Education funding strategies
  • International tax issues
  • Tax aspects of marital dissolutions
  • Research and development tax credits
  • Tax credit planning
  • Selling and buying businesses
  • Selling and buying real estate
  • Deferral of tax under IRC Section 1031 exchanges of investment or business properties
  • Analysis of tax attributes and carryovers
  • Amended returns for tax refunds of loss carrybacks

Our goal is to provide you with recommendations and strategies to help you fulfill your financial obligations, handle your business affairs efficiently, and build your net worth.