Taxes are a difficult road to negotiate in all stages of our lives. Tax laws are in a constant state of flux, a trend that is likely to continue into the future. The impact of taxes on overall financial circumstances cannot be ignored. Proper planning requires a process that should be conducted by experienced professionals using an efficient and accurate approach.

Staying current with changes in the tax  a daunting task for individuals, and it is important that the changes be incorporated properly. For example, changes in tax laws may require a new approach to the types of investments held in a portfolio. A comprehensive review of state taxation, residency requirements and Alternative Minimum Tax issues may be warranted. Complex tax issues and often changing tax regulations touch every aspect of financial well being.

Major life events such as marriage, divorce, death of a spouse and other significant events will require changes to an individuals tax planning. It is imperative that clients undertake a comprehensive tax planning approach on a yearly basis, and in some situations, on a multi-year basis.

We can advise on tax issues relating to your unique situation, including:


  • Business transactions

  • Choice of entity for your business

  • Change of employment issues

  • Change of residency issues

  • State residency issues

  • Reviewing the tax impact of investments

  • Cash-flow analysis

  • Stock option planning

  • AMT liability planning

  • Pass through entity planning

  • State income tax planning

  • Gift, estate and charitable planning

  • Retirement planning


Please contact us to schedule a complimentary consultation to discuss our tax services.