Tax Planning

Why pay more when you can pay less? What if you could pay taxes more efficiently? What if we help you reduce your tax liability? Tax Planning is the key to minimizing your tax liability. To do this, proper planning all through the year is necessary. Join in today and make your company’s tax more efficient.

Our priority is to enhance the mastery of current tax law, complex tax codes and new tax regulations by attending frequent tax seminars. We aim to minimize your taxes at each time of the year not just at the end.

The strategies that we use to help you are:

  • Keep uncertain taxes out of your investment
  • Defer income to keep your money now and pay less taxes later
  • Reduce income taxes so you keep more of what you make
  • Reduce taxes on your estate so your family keeps more of what you’ve made
  • Reduces taxes on your gifts so you can give more
  • Reduce taxes on your investments to grow 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 incomes or expenses from one year to another in order to have them fall where they 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