Income Tax Planning

Since taxes can consume up to 50% of your income, effective tax minimization can enhance personal cash flow and investment returns. We have extensive experience in income tax consulting, and we help clients in the following ways:

• Projecting current year's tax liabilities, to minimize estimated tax penalties and to identify tax saving opportunities.
• Working with clients in timing of income and deductions to minimize the impact of the Alternative Minimum Tax.
• Determining the timing and structure of deductions to maximize the value of the income tax benefit.
• Analyzing your investment portfolio to maximize after tax investment returns from fixed income, equities, and alternative investments.
• Providing tax advice and consulting in a responsible fashion.