For tax services, we take a
proactive vs. reactive approach. By keeping current on new tax laws and legislation,
we are in a position to identify key tax planning opportunities that
minimize both your current and future tax liabilities. We provide our
individual and business clients with the taxation expertise and knowledge
that they deserve throughout the year.
• Corporate strategic tax planning
• Multi-State Tax Returns & Planning
• Like-kind Exchanges
• Individual Tax Credits and Incentives
• Retirement Planning
• Individual tax consulting and Planning
• Estate & trust planning
• Non Qualified Options
• Incentive Stock Options
• Disqualifying Dispositions
• Gifting of Options
• Options Involved with Estates &
Trusts
• Options in Marital Separation Settings
• Option Acceleration Planning
• Golden Parachute Calculations