INDIVIDUAL, TRUST & ESTATE

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Our approach to individual tax planning starts with a thorough understanding of the client’s goals to form strategic planning and compliance.

• Tax planning and preparation of federal and state income tax returns
• International and multi-state strategies
• Year-end and quarterly estimated tax payment planning
• Reviewing retirement plan options and structuring pension plans
• Estate planning
• Trust tax return preparation
• Stock Compensation and option planning
• Structuring transaction for maximum tax savings
• Tax liability minimization between corporations and owners
• Review of current tax law changes and opportunities