Tax Planning

Major or minor tax acts seem to debut nearly every year, compounded by additional opinions from the IRS and rulings from the tax courts. So how do you navigate this complex maze of tax laws? More important, how do you best take advantage of changing laws in order to accomplish the dreams for you and your family? Effective tax planning is a long-term, year-round process, and cannot be executed in the waning days of December. Tax planning should ensure efficiency when handling all elements of a plan. Working with your CPA, we will help deploy various strategies such as:

  • Defer your income
  • Shift income to family members
  • Deduction planning
  • Investment tax planning