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Our team is committed to devoting the time and energy necessary to gain valuable insight into each client’s specific financial goals and aspirations. This allows us to utilize our knowledge and proven expertise to effectively deploy strategic tax planning and business advisory solutions that are innovative and proactive.
Although the chances of taxpayers being audited have declined in recent years, with taxes becoming more complicated every year, there is always the possibility that a tax mistake turns into an IRS tax audit. Avoiding “red flags” like the ones listed below could help. Claiming…
Individuals with significant assets should take advantage of proven tax strategies such as gifting and direct payments to educational institutions to transfer wealth to heirs tax-free and minimize estate taxes.
A Donor-advised fund is an efficient tax planning tool for high-net-worth taxpayers interested in charitable giving.
