Tax Planning

Tax Planning, with the goal of working with you to position your financial game plan to align with the lowest-liability tax burden possible.

Change is a permanent fixture when it comes to your finances and your tax situation. I am here to help guide you through uncertainty and confusion, and to help lay out a plan that will eliminate tax "surprises", and to give you the best tax position possible.

Whether you are planning for the tax implications of:

  • College savings
  • Purchasing or selling a home
  • Selling an appreciated business or personal asset (e.g. a classic car, or a coin collection)
  • Starting or closing a business
  • Acquiring or disposing of rental property
  • A future inheritance or bequest
  • A future legal settlement
  • Any other tax-related scenario you are concerned about

I am equipped to give you the tools and advice you need to anticipate and conquer any tax issues that might arise.

Contact me today for a no-obligation review of your tax planning needs.

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