Entity & Tax Planning
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Entity & Tax Planning
As many a wise businessmen have said, “It isn’t what you earn that matters, it’s what you keep.” This is especially true for clients during their peak earning years, when selling highly appreciated investments and when transferring assets to future generations. When our clients are at their peak earnings potential we assist them in:
- Navigating the ever changing tax landscape and structuring their income.
- Business interests and investments to maximize tax efficiency.
Since the early 90s, we have been successful in finding tools and strategies to minimize the tax impact of selling highly appreciated assets. Whether it be publicly traded stock, business interests, real estate, or RSUs we have the experience and knowledge to help clients take full advantage of all tax savings.
In transferring assets to future generations we assist our clients by developing comprehensive estate and gifting plans in conjunction with the appropriate attorneys.