Tax concerns guide a great many business decisions. Fortunately, the law has long recognized that taxpayers may take steps to minimize their tax liability. Many tools are available to taxpayers under the Internal Revenue Code to accomplish that goal. If you have significant income from an active business, a real estate venture, retirement accounts, or other investments, proper tax planning may be able to reduce your tax burden.
For clients whose level of wealth makes gift, estate, and generation-skipping transfer taxes a concern, I can devise a comprehensive estate plan that results in less tax being paid to the government and more wealth being passed on to your heirs.