TAX PLANNING

Planning is the key to reducing tax liability for individuals and businesses. We start by understanding your personal and business goals, then build short- and long-term strategies that take advantage of today’s tax code—and adapt as it changes—so you can keep more of what you earn and plan confidently for what’s next. Using modern technology and deep tax-law resources, we stay ahead of tax law updates to deliver clear, practical guidance you can act on.

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Our tax planning services include:

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• Individual, Partnership & Corporate Tax Planning

• S Corporation Planning

• Qualified Business Income (QBI) Optimization

• LLC & Entity Structure Planning

• Multi-State Tax Planning & Consulting

• State & Local (SALT) Income and Sales/Use Tax Planning

• Mergers, Acquisitions & Liquidations

• Business Sale Planning

• Rental Property & Real Estate Tax Planning

• IRS & State Tax Credits

• Retirement Tax Planning

• Estate & Gift Tax Planning

• Stock Compensation Planning (Stock Options, RSUs & Equity Awards)