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Tax Planning

Keeping More of What You've Earned

Keeping more of your wealth is the key objective of our tax planning services. Whether you need strategies for minimizing capital gains or income taxes, or want to protect more of your wealth from gift or estate taxes, we can design strategies to help you achieve your goals.

No one wants to pay taxes, and no one should pay more than they have to. But without careful planning, paying too much is exactly what many of us do. That's why a key part of our service to you is to help you minimize the impact of taxes on your wealth today and on your legacy in the future.

We are expert in helping you implement sound, compliant and proven tax-reduction strategies to reduce your tax bill in such areas as:

  • Income taxes
  • Capital gains taxes
  • Federal and state wealth transfer taxes such as gift and estate taxes

Our arsenal of tax-saving strategies include a wide range of options that, depending on your circumstances and goals, may include:

  • Family limited partnerships
  • Estate tax planning with the unlimited marital deduction
  • Intervivos and testamentary trusts
  • Deferred compensation programs
  • Charitable giving
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