Here’s just a few of the Tax-Saving Strategies we use…
• Splitting income among several family members or legal entities in order to get more of the income taxed in a lower bracket.
• Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
• Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans. Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities.
• Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.
Remember, we work for you, not for the IRS. Our clients save many times our fee in reduced tax liability through careful planning and legitimate tax strategies.