Tax Planning, with the goal of working with you to position your financial game plan to align with the lowest-liability tax burden possible.
Change is a permanent fixture when it comes to your finances and your tax situation. I am here to help guide you through uncertainty and confusion, and to help lay out a plan that will eliminate tax "surprises", and to give you the best tax position possible.
Whether you are planning for the tax implications of:
- College savings
- Purchasing or selling a home
- Selling an appreciated business or personal asset (e.g. a classic car, or a coin collection)
- Starting or closing a business
- Acquiring or disposing of rental property
- A future inheritance or bequest
- A future legal settlement
- Any other tax-related scenario you are concerned about
I am equipped to give you the tools and advice you need to anticipate and conquer any tax issues that might arise.
Contact me today for a no-obligation review of your tax planning needs.