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Tax Planning

Planning is the key to successfully and legally managing (in many cases reducing) your tax liability.  We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.

We make it a priority to enhance our mastery of the current tax law, complex tax codes, and new tax regulations by continually keeping up with developments in the field of taxation

Businesses and individuals can pay the lowest amount of taxes allowable by law with proper planning and diligence throughout the year, not just at the end of the year.

There are several basic tax-cutting strategies that we will consider for your individual and business planning needs:

  • Shifting deductions from one year to another in order to have them fall where it will be taxed at a lower rate.
  • Deferring tax liabilities through certain investment choices such as pension plan contributions.
  • Splitting income among family members or legal entities.
  • Growing and preserving your assets by keeping Uncle Sam out of your pockets.


Using certain investments to produce income that is tax-exempt from either federal or state or both taxing authorities.

Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

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