Tax Planning
While we believe an accountant is key to proper tax planning, we can help in areas to provide better management of your assets. Through use of tax managed portfolios, tax write-off programs like Oil & Gas Programs, 1031 Real Estate Tenant in Common Planning and tax loss harvesting, our goal is to help you minimize your federal income tax liability as much as you are allowed by tax law.
We’ll work with your accountant to review strategies such as deferring your income or shifting income to family members. We’ll also discuss deduction planning, investment tax planning, and year-end planning strategies to lower your overall income tax burden. We’ll review retirement plan distributions, the most advantageous time to begin distributions, and the best investments to own to minimize the alternative minimum tax (AMT), etc.
While we believe an accountant is key to proper tax planning, we can help in areas to provide better management of your assets.