Tax Planning

Taxes: Your Single Largest Retirement Expense

Taxes could take up a higher percentage of your income in retirement than you expected. This is why we work hard to help make sure you don’t pay more taxes than is required.

When you have a tax question or get a letter or call from the IRS, you want to make sure you can call someone who can help you walk through the concern. We can help you take care of your questions and concerns so you can get on with your business.

Effective and Efficient Planning

Many people know little about effective tax planning. We want to put tax planning in plain English for you.

There are several basic tax optimization strategies, and many plans involve a combination of them. In summary, the strategies are:

Split Your Income — with your spouse, children, or business entity to maximize income taxed in lower brackets.

Shift Your Income — from one year to another where it may be taxed at a lower rate.

Shift Your Deductions — from one year to another to maximize your tax benefits.

Defer Your Taxes — via your investment sources, retirement plan contributions, and employment contracts.

Structure Your Financial Affairs — to get tax deductions on things you enjoy, such as a vacation home, business travel, and business entertainment.


Want a complimentary review of your taxes? Complete the form below and we’ll contact you!