Individual Tax Planning

• Strategic planning for both short and long term objectives specifically designed for your personal needs.
• Retirement planning beginning as early as ten years before you retire.
• Choosing the right mix of retirement plan savings including Roth IRA and 401(k)s, Roth Conversions, Back-Door Roth’s, Defined Benefit Plans, etc.
• Maximizing benefits from Incentive Stock Option, Non-Qualified Stock Options, Restricted Stock and other executive benefit plans.
• Charitable contribution planning through  Donor Advised Funds and Charitable Remainder Trusts, etc.
• Tax Planning for concentrated, highly appreciated stock positions.
• Like Kind Exchanges for Real Estate investors.
• Gifting strategies for education and estate planning.
• Real Estate strategies including Residential and Commercial Real Estate, vacation homes, Air-BNB type rentals.
• Cryptocurrency advisory services for both tax reporting and potential international reporting issues.
• Simplifying the Sole-Proprietors tax reporting burden through technology plus planning for funding education plans, hire your kids, home office deductions.
• Reducing taxes in retirement through multiple approaches including planning tax free income, tax advantaged income, Medicare premiums impact, and required minimum distributions to name a few.
• Advisory on Health Savings Accounts, IRA and other retirement contributions, medical insurance deductions, alimony, and educational tax credits or deductions.
• Advisory services related to divorce and arbitration including partition of income, impact of change in filing status, investment complications especially with Partnerships, and numerous others.
•  Advisory services and analysis of the tax consequences of marriage vs cohabitation. How will the Marriage Penalty impact you?
• We provide guidance and advice related to life’s major events including marriage, buying a home, moving, having children, approaching retirement, terminal illness and death.