Tax

Planning

"Nothing in this life is certain except death and taxes..."

Tax planning is the art of getting your tax liabilities to a level that is not always lower but optimal for your financial situation. Believe it or not there are instances where paying more taxes now is more beneficial to you than paying them later. 

Accountants and CPAs typically are paid for tax preparation in the world of income tax which is the act of reporting. We are planners by nature and profession and look for the best strategies to optimize your tax liabilities today and in the future.

As a part of our tax planning process, we collaborate with your accountant or CPA to achieve an optimal tax strategy for you by running through different hypothetical scenarios in current and future years. 

QUESTIONS WE ANSWER

QUESTIONS WE HELP ANSWER

HOW CAN I INVEST IN A TAX-EFFICIENT MANNER?

WHAT IS THE BEST TAX-DEFERRED INVESTMENT?

SHOULD I CONVERT MY IRA INTO A ROTH IRA?

how should i structure my business sale?

WHAT BUSINESS ENTITY IS BEST FOR ME?

SHOULD I EMPLOY MY SPOUSE ANd PAY THE TAX?

how will required distributions be taxed?

how are my employer stock options taxed?