Tax planning encompasses the use of a broad range of tools to minimize taxes owed to the State and to the Federal Government. Tax savings can come in the form of deductions or credits against your income or a reduction (at least on paper) of your estate for estate tax purposes. While each clients needs will differ, domestic and international tax planning may include:
For Income tax Deduction, Elimination of Capital Gains, increasing of monthly income, and Reduction of Estate Taxes
For Estate Tax Reduction, and Potential Income Tax Reduction
For Reduction of Estate Taxes, Asset Protection, and Protection of Children
For Reduction of Estate Taxes, Asset Protection, and providing 100% tax-free income to heirs
Qualified Personal Residence Trust
For Estate tax Reduction, Asset Protection, and Gifting to Heirs
For Income Tax Deduction, Estate Tax Reduction, Asset Protection, and Provision of Income Stream For Children
See how we can help.