By making tax planning part of our client’s overall business, personal and retirement strategy, we can often help them minimize their tax liabilities. As things change, in your business and in your life, we help you adjust your tax planning accordingly.
What is tax planning?
Tax planning is the key to effectively using available tax strategies to legally reduce or postpone your tax liability. The more money you make, the more important tax planning becomes. The tax code is complex and complicated, so planning means taking advantage of tax law provisions, accelerating tax credits and deductions, and pre-planning before transactions with taxes in mind.
Common tax saving strategies
- Timing of income, expenses and asset acquisitions
- Retirement plans
- Section 529 plans
- Estate planning
If you would like to receive more information about our tax planning service, contact us today by completing this form.