Tax Planning

Our staff’s knowledge and ability to access the most current developments in tax laws can help you minimize both your current and future tax liabilities. Consider tax planning as part of your overall business strategy. Throughout the year we communicate with our clients to ensure that they are maximizing their business to its fullest potential in order to minimize the overall tax burden.

Estate & Trust Tax Preparation

Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

A properly structured financial plan prepares you to face financial challenges that are presented with each stage of your life. Together, we can formulate a plan that will benefit you, help you realize your goals, and strengthen your financial security. With our strategic partners we’re able to help in the following areas:

  • Investments
  • 401-K & Retirement Plans
  • Deferred Compensation Plans
  • Buy-Sell Agreements
  • Long-Term Care Insurance
  • Life & Disability Insurance
  • Employee Benefits
  • Special Needs Planning