Services

TAX PLANNING

The preparation of annual income tax status for our business and individual clients provides us with the knowledge and perspective to develop tax planning ideas and strategies.

We are able to assist clients in areas such as:

• New business start-up including choice of type of business entity
• Business succession planning
• Identifying available tax credits
• Alternative minimum tax (AMT) planning
• Elections available to reduce or defer taxes
• Stock option exercise
• Tax free exchanges (1031)
• Retirement plan distributions
• Estate and gift planning