We believe that tax planning requires looking at a multi-year tax picture. This gives us the ability to help our clients make decisions that can meet short and long-term goals for themselves and their families.
- Stock option planning
- Tax efficient investment strategies
- Tax considerations for buying, selling or holding real estate
- Like kind exchanges (1031) and other tax deferral techniques
- Divorce tax planning
- Maximizing the use of dependents to minimize the overall family tax liability
- Educational tax planning and credits
- Alternative Minimum Tax (AMT) planning
- Maximizing the value of depreciation
- Estimated tax planning and compliance
- Planning for individuals with pass-through (K-1) income
- Considerations for funding or distributing retirement assets
- Retirement residency tax planning
- Retirement contributions and distributions
- Home sale exclusion
- Mortgage and home equity tax analysis