Tax Planning
One of the most important objectives of successful business people is maximizing their return-on-investment -- whether it’s in their investment portfolios or in their businesses.
Tax planning is the art of arranging your affairs in ways that defer or avoid unnecessary taxes. By employing effective tax-planning strategies and maximizing the use of all available tax breaks, you will have more money to save and invest, or spend.
Tax planning and financial planning are closely linked, because taxes are such a large expense item as you go through life. If you become very financially successful, taxes will probably be your single largest expense over the long term. So planning to reduce taxes is a critically important piece of the overall financial planning process.
We combine our knowledge of three disciplines to offer our clients unique and effective plans for:
Tax planning is the art of arranging your affairs in ways that defer or avoid unnecessary taxes. By employing effective tax-planning strategies and maximizing the use of all available tax breaks, you will have more money to save and invest, or spend.
Tax planning and financial planning are closely linked, because taxes are such a large expense item as you go through life. If you become very financially successful, taxes will probably be your single largest expense over the long term. So planning to reduce taxes is a critically important piece of the overall financial planning process.
We combine our knowledge of three disciplines to offer our clients unique and effective plans for:
- · Tax planning to minimize corporate and personal taxes.
- · Planning for the inter-generational transfer of wealth.
- · Low-risk/higher return investments using tax arbitrage.