Tax Planning

 

 

If you are only thinking about your taxes once a year, you are potentially missing out on hundreds if not thousands of dollars of tax savings.  Our sister company, LC Tax and Consulting Group, provides tax planning and advisory services to help you maximize your tax savings and keep more money in your pocket.

 

What is Tax Planning and Advisory?

Tax Planning and Advisory services include an in depth meeting and review of your past tax returns and future plans.  It combines retirement planning and overall wealth management strategies to ensure you are keeping as much of your money as legally possible.  Many clients don't realize that their current accountant/CPA is only filing their return.  That is what you are paying for.  With tax planning and advisory services, you have a partner not just for this year but for many years to come.

 

Examples of tax planning and advisory items:

Business Entity Structure Planning

Fringe Benefit Analysis

Buy-Build-Lease Analysis

Real Estate Investments

Planning for the sale of investment property and 1031 Exchanges

Retirement Planning

Succession Planning

Charitable Donation Optimization

Estate Planning

 

These are just a few of the items that are available for tax planning and advisory services.  

 

For more information on tax planning and advisory services you can use the contact us form below and we will connect you with one of LC Tax and Consulting Groups advisors or reach out to lcornelius@lctaxandconsulting.com.