Tax Planning and Analysis

 

Over-withholding income tax or over-estimating self-employment tax amounts to an interest-free loan.  Alternatively, over-stating applicable credits and deductions by claiming too many dependants on your employment income tax withholding or under-estimating your self-employment taxes may lead to penalties and interest.  Both of these basic scenarios point to poor tax planning.  Tax planning and analysis is broadly applicable to:

 

  • Federal, State, Local, and International Tax Planning;
  • Business Organization, Operations, and Succession Planning;
  • Trusts and Estate Planning and Administration;
  • Real Estate Investments and Development;
  • Audit Representation;
  • Offers in Compromise; and
  • Tax Litigation.

Tax Planning and Analysis is most effectively the art of planning ahead with foresight and an endless search for loopholes.  Because it may not be possible to avoid tax liability by recasting a transaction after the fact, even with postmortem planning, Click Here! and set up an appointment to discuss planning solutions applicable to your facts and circumstances.