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Tax Planning

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Personal Tax Planning-

A certain mystique surrounds tax-planning strategies. Our goal is to dispel the mystery, while making sure that you pay no more than the law requires. We focus on several tax-cutting measures, including:

  • Splitting income among several family members so that more income is taxed in lower tax brackets.
  • Shifting income from one year to another so that it’s taxed at a lower rate.
  • Shifting deductions from one year to another to place them where the tax benefit will be greater.
  • Deferring tax liability through certain investment choices and through pension plan contributions.
  • Structuring your affairs to obtain tax deductions for enjoyable expenses, such as vacation homes.
  • Investing your money to produce income that is exempt from federal and/or state income taxes.

We continuously monitor tax law changes and recommend sensible adjustments, using a combination of tax-saving strategies tailored to your personal situation.

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