It is becoming increasingly difficult for individuals to successfully navigate the complexities of tax regulation and the increasing changes in tax laws. A consistent, long-term focus on tax planning strategies will help minimize your taxes and help you achieve your financial goals.  Below is a list of strategies and areas of tax planning that we help our clients with.

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Business

• Entity selection

• HR-related:

  • Insurance and benefits

  • 401K plans

  • Officer compensation

  • Payroll

  • Employee retention credits

  • Education benefits

• Income shifting:

  • State taxation

  • Hiring kids

  • Distributions, dividends, gains

• Asset management:

  • Acquisition/ dispositions

  • Depreciation methods

  • State taxation

• Tax planning:

  • Projecting to EOY

  • Scenarios and strategies

• Financing:

  • Opportunity zones

  • EIDL loans

  • PPP loans

  • Local financing

• Merger and Acquisitions

• Credits:

• R&D credits

• Employment credits

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Retirement

• Traditional v Roth IRA analysis

• SEP contributions

• 401K Strategies

• Social Security analysis

• Qualified charitable distributions

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Family

• Donor-advised funds

• Family partnerships

• Higher education strategies

• Child tax credits

• Hiring kids

• State and local tax

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Real Estate​

• Residence / vacation homes

• 1031 like-kind exchange

• Cost segregation

• Depreciation

• Separate entity analysis

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Estate Tax

• Legacy planning

• Trust creation and management

• Wealth management

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Compliance

• Tax preparation

• Estimated tax calculations

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