Jan 15, 2015 | Gift Planning, Tax Credits, Tax Planning, Taxable Income
After a suitable organization has been picked, we will work to structure tax planning strategies that are tax-efficient and then establish a trust, foundation, or fund. Once the plan has been implemented, we will continue working with you in order to ensure the...
Jan 12, 2015 | Estate Planning, Tax Planning
Estate planning is an ongoing process and is something you should begin once you have any kind of measurable asset base. Obviously, an estate plan will change as your goals shift and your life progresses, but you must stay on top of things. Fail to complete the estate...
Nov 10, 2014 | Income Tax Return, Tax Planning
You need to keep each year’s income tax return in a safe place, along with its supporting documents. The last thing you need is to panic because you have misplaced your return. If you are applying for financial aid or a home loan, you will need a copy of your tax...
