Tax Planning

Engaging in any endeavor regarding your personal, financial or business matters without a plan can lead to an uncertain outcome. This can be especially true in terms of the tax implications associated with your personal, financial or business decisions. An area as complex and far reaching as your tax issues requires thought, perspective, knowledge, and above all, a plan for a predictable outcome.

Our tax planning services take into consideration your unique circumstances to chart a course through the complexities of the tax law to achieve your objectives. Whether planning for retirement, the exercise of stock options, the sale of a business or year-end planning, we can assist you in arranging your transactions to help produce an optimal tax result. Our federal, state and local tax planning services can meet your individual needs, those of your business or those involving trust, estate and gift planning objectives.

The scope of our tax planning services includes:

  • Individual, corporate, partnership and trust tax planning
  • Projection of future tax liabilities across all taxable entities
  • Year-end tax planning
  • Charitable planning for income and estate tax purposes
  • Educational funding strategies
  • Stock option exercise and deferred compensation planning
  • Retirement planning
  • Estate, gift and generation-skipping transfer tax planning