Tax planning
No charge
Planning is how a tax bill actually comes down. We go beyond compliance and recommend saving strategies through the year to maximise your after-tax income.
We make it a priority to keep current on tax law, the tax code and new regulations, and we attend tax seminars through the year to do it.
Businesses and individuals pay the lowest amount of tax allowable by law because we keep looking for ways to reduce it all year, not only at the end of it.
Strategies we recommend, and what each one does
- Grow and preserve assets rather than surrender them to tax.
- Defer income, so you keep your money now and pay the tax later.
- Reduce tax on income, so you keep more of what you make.
- Reduce tax on your estate, so your family keeps more of it.
- Reduce tax on gifts, so you can give more of what you intended.
- Reduce tax on investments, so wealth compounds faster.
- Reduce tax on retirement distributions, so the money lasts the retirement.
A few of the methods behind them
- 01
Split income across family members or legal entities so more of it is taxed in a lower bracket.
- 02
Shift income or expenses between tax years so they land where the rate is lower.
- 03
Defer liability through investment choices such as pension plans and similar contributions.
- 04
Use exempt instruments that produce income free of federal tax, state tax, or both.
- 05
Restructure spending so money already going to things you enjoy, such as a second home, becomes deductible.
We work for you, not for the IRS. Many clients save several times our fee in reduced liability through careful planning and legitimate strategy.