We can help you structure your affairs to minimize the tax impact. We have the experience and knowledge to help you to determine the best way to manage your financial affairs. We consider what you want to accomplish, the available alternatives, and provide an alternative which provides the least tax cost while accomplishing your objectives.
We can work with your other professionals, including your other financial advisors, to determine the tax impact of your pending decisions.
We can help to determine the tax impact of any closed transactions to allow you to prepare for your tax liabilities.
We have the expertise and desire to be your partner. Please contact us for a consultation.