Tax Planning

Business Tax Review

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Tax reviews reveal that many individual clients would have saved substantial tax liability, or cut costs, if they had consulted with us on a regular basis. Some areas where pre-planning may generate substantial savings are:

• Change in Employment Status

• Retirement

• Purchase or Sale of Rental/Investment Real Estate

• Purchase or Sale of Personal Residence

• Refinancing of Real Estate Property

• New Business Startup

• New Business Funding

• Sale of Business

• IRA/Pension Plan Withdrawals

• Investment/Financial Planning

• Cash Management

If you are anticipating any of the above during the current or upcoming year, discussing these matters now may decrease your tax liability or save you an unpleasant surprise next year.

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