We offer strategic tax planning that bolsters our clients’ financial objectives. Our first step is a thorough review of each client’s income and investment structure. Then we create a plan that balances growth objectives with the right tax minimization strategies.
Our strategies include:
- Interest expense characterization
- Capital gains and dividends planning
- Charitable giving
- Tax shelters and tax-free investments
- Alternative Minimum Tax reduction
- Deferral or acceleration of income or deductions
- Planning for purchase or sale transactions
- Deferred compensation
- Formation of trusts, family partnerships, or other legal entities