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"Let our advance worrying become advance thinking and planning."  ---Winston Churchill

Personal Tax Planning

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A tax plan gives you confidence and peace of mind, knowing about what your tax liability will be and the tax impact of your financial decisions. Make an appointment today to get a plan designed specifically for you! 
  • Income and Deductions - Timing to minimize tax liability
  • W-4 - How many exemptions to claim & whether additional withholding is needed
  • Estimated Tax Payments - Estimate your tax liability to determine if you are required to send quarterly estimated tax payments and the proper amount to pay
  • Capital Gains and Losses - Timing the sale of securities and other capital assets
  • Charitable Giving - How much, when and how to give?
  • Contractors (1099) - How much should you hold back for taxes?
  • Retirement Plans - How much to contribute and to what type of plan? Conversion of 401(k) from previous employers. Traditional IRA vs ROTH IRA? Withdrawals - required minimum distributions & distributions before age 59 1/2. 
  • Alternative Minimum Tax (AMT) - what types of income trigger AMT?

Estate, Gift and Trust Planning

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We can help you determine the various ways to pass assets to your children, grandchildren, and/or to charitable organizations. We are knowledgeable and experienced in the areas of tax, estate, and business succession planning; and will work with you and your trusted team of legal, insurance, and investment advisers to outline strategies to minimize estate and gift taxes while providing for your family's future needs.
"Create a definite plan for carrying out your desire and begin at once, whether you are ready or not, to put this plan into action."    --- Napoleon Hill

Business Tax Planning

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Tax planning is a year-round event if you want to minimize your business' tax bill.

​Whether it's surviving an audit, capitalizing on business deductions, or finding tax-friendly ways to run your business, we can help reduce your tax obligations and make paying taxes less stressful. 

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We can advise you on:
  • Business Structure - The legal form of the business and its tax structure
  • Deductions and Write-offs
  • Home Office Deductions
  • Depreciation & Section 179
  • Inventory - End-of-year inventory levels and their impact on your taxes
  • Business Vehicles
  • Timing of Income and Expenses
  • Officer & Employee Compensation
  • Recordkeeping and Retention Schedules
  • Exit Strategies 
  • Life & Health Insurance
  • Retirement Plans
This information is not to be considered legal or tax advice. Trusts are legal documents and must be prepared by your attorney to ensure compliance with federal and state laws.  Discuss the individual tax ramifications of any financial decision with your Certified Public Accountant.