Tax Planning
Tax planning should be done when financial decisions are made.
Come Tax Time, it is too late. Call us before you:
- Buy or lease equipment or other assets
- Buy or lease vehicles
- Hire or fire employees
- Sell stocks or other assets
- Lease commercial space
- Buy/Sell a commercial building
- Buy/Sell a business
- Substantial Increase/Decrease in income
- Purchase susbstantial extra inventory
- Take a business/personal trip
- Do anything that may impact your business substantially
Life style changes that can greatly impact your tax situation...
- Marriage
- Divorce
- Birth of a Child
- Children leaving home
- Purchase/Sale of a residence
- Purchase/Sale of a rental property
- Retirement
- Taking Social Security
- Disbursements from IRA, 401(k) or others
- Estate planning to minimize estate taxes
