Tax Planning

The goal of our tax planning practice is to arrange your financial affairs so as to minimize taxes.  Such planning is necessary in wide variety of circumstances and is always dependent upon a client’s particular needs.  For example, when a client is selling a business, structuring a new venture, or planning for divorce, we ensure that it is done in the most tax efficient manner.

  • Creating individual strategies at both the state and federal level
  • Minimizing individual, business, and estate tax liability
  • Developing personalized financial plans for all situations