BUSINESS AND PERSONAL TAX PLANNING
Tax planning prior to the end of the year is essential in reducing your tax liability and planning for the new year. A knowledgeable tax professional can help you plan for life changes as well as the ever changing tax code.
TRUSTS
Trust planning is an important part of your overall financial planning. Transferring an asset to a family member while maintaining total control during your lifetime gives you piece of mind. A well planned trust strategy is essential when personal wealth is available after meeting your annual cash flow needs.
ACQUISITIONS
Retirement Planning
Contributing to a retirement at any age will benefit you with potential tax savings annually and financial security at retirement. The type of retirement plan and the annual contributions are intricate requiring a tax professional with knowledge of current tax law.
Purchasing or selling a business requires an educated tax professional to structure the acquisition in a way that is tax advantageous. We work with you through the process to ensure it is a successful acquisition.