Tax Planning

From 1981-1985, Congress enacted over 5,000 tax law changes. From 1986 (the year of "tax simplification") until 1991, an additional 6,000 tax law changes were enacted, and it hasn't stopped there. We don't just interpret new law, we develop strategies based upon the current and anticipated changes that will minimize our client's overall tax cost. We will look at your current and future year's projections, and develop a tax plan which we help to implement.

Some of the tax strategies and issues that we will review with you include:

• Develop structure for maximum utilization of deductions of family office expenses, investment costs
• Strategies on maximizing tax benefits of each member of the family
• Ongoing planning throughout the year and development of long-term strategies.
• Projections - to plan timing of income, deductions and taxes to be paid
• Effective Tax Rates - Plan to maximize benefits and yield larger investment returns
• Alternative Minimum Tax
• Capital Gains/Losses
• Stock Options
• Charitable Contributions
• Multi State Taxes
• IRS/State Tax Audits