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
Important notice: you are now leaving Patton Albertson & Miller

By clicking continue, you will be taken to a site that is not affiliated with Patton Albertson & Miller and may offer a different privacy policy and level of security. Patton Albertson & Miller is not responsible for and does not endorse, guarantee, or monitor content, availability, viewpoints, products, or services that are offered or expressed on other websites. You can click the "Return to Patton Albertson & Miller" button now to return to the previus page, or you can close the new window after you leave.

Continue Return to Patton Albertson & Miller