Income Tax Planning & Compliance
PROACTIVE PLANNING, BETTER RESULTS.
Most investment and financial decisions you make have tax implications, and we understand that. Without proper planning and guidance, taxes can unnecessarily erode your returns and limit your ability to achieve your goals. Year-round planning and management are prudent parts of successful business and personal wealth management.
Our Tax Team advises privately held businesses and their owners, as well as high-net worth individuals on tax strategies that achieve their goals and minimize tax liability. We work proactively to identify tax minimization opportunities as we explore and evaluate available tax credits, abatements, deductions, deferments, income exclusions, and many other planning tools. Understanding the law and focusing on our clients’ plans and activities allows our Tax Team to effectively match the right incentives with the right taxpayers.
As your business and personal wealth grows, so does the complexity of tax reporting and planning. Our tax experts analyze the tax consequences of your financial transactions to guide your decision-making and planning, provide alternatives to minimize your tax liability, and handle tax reporting to ensure compliance. Taxpayers are continuously challenged by the rules, filing requirements, and disclosures required by different taxing authorities – and the rules are constantly changing. Our Tax Team combines real world experience with extensive professional education to ensure that our clients receive the most up-to-date and accurate counsel.
What we provide:
- Income tax compliance for businesses and their owners
- Wealth transfer and estate planning
- State and local taxation (“SALT”) consulting and compliance
- Merger and acquisition consultation and planning
- Compensation planning and consultation (stock options, phantom plans)
- Retirement plan consultation and accounting
- Tax audit assistance and representation
- Choice of entity analysis
- Business succession planning
- International planning and compliance