By integrating tax planning within the financial planning process, we deliver a comprehensive approach to wealth preservation. Understanding the regular federal income tax, alternative minimum tax, payroll taxes, net investment income tax and state taxes allows us to help you make wise and informed financial decisions. Preplanning transactions may allow you to minimize the income tax consequences. We will help you balance the income tax consequences and the economic benefits of stock based compensation and executive benefit plans.
Sophisticated income tax planning includes the analysis of your estimated income tax liability to determine the need for and minimize estimated tax payments. We will prepare your complex individual and trust income tax returns and gift tax returns.
Income tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and/or future tax liabilities, you can improve your prospects of meeting both long and short term objectives.