Tax Planning

Tax planning involves an analysis of your financial information (personal and business) with the objective of reducing and/or deferring the amount of income taxes paid. The focus of tax planning should be tailored to your specific circumstances and goals. It is forward-looking but can also often yield immediate tax savings. There are planning strategies for all types of taxpayers including individuals, corporations, partnerships. Plan now to sell your company in five years and pay ZERO tax.

  • Entity Structuring
  • Qualified Small Business Stock-ยง1202
  • Estate Planning
  • Succession Planning
  • Tax Deferral Strategies
  • Multi-State Tax Strategies


Questions? Schedule a meeting with our team to learn more about our services and discuss the scope of your project.