Tax Planning

Tax planning and forecasting services are some of our core competencies. Effective tax minimization begins by understanding the present situation and objectives to design methods of reducing tax which also provide non-tax benefits. Tax is an ever changing animal that you can either embrace and potentially control, or ignore at your peril.

The recent regulations issued under §7701(o) allow the IRS to disregard any step in a transaction or series which are not necessary to accomplish the economic objectives; has your planning kept pace?