We know all too well that the tax climate remains complex with ever-changing regulations. This requires individuals and businesses to be proactive in their tax planning to achieve their financial goals.
By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities.
Effective estate and gift tax planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through this complex process.
We provide our clients with taxation expertise and knowledge throughout the year. Our team of tax professionals obtains training and continuing professional education annually to maintain their proficiency in all tax areas.
Our tax services include:
- Tax planning & return preparation
- Estates, trusts & gift
- Not-for-profit organizations
- Tax dispute resolution
- State & local tax planning
- Wealth accumulation strategies
- Divorce and support issues
- Tax effects of buying/selling a business or investment real estate
- 1031 exchanges
- Family limited partnerships/trusts