​Need assistance with your tax planning? Don't we all. I've got you and your business goals and objectives in mind. You and all your tax planning needs are in expert hands. 


Planning in October/November, while important, should not be the initial planning stage.  It is imperative to have an open dialog and relationship throughout the year.  After taxes are completed in March/April, follow up phone conferences are strongly encouraged in July/August and whenever an event presents itself.  Proactive tax planning (before an event arises or is consummated) enables you to structure a transaction so you receive the most favorable tax outcome that is permitted within the law. Then in October/November, we review the year's activity to determine what actions still may be necessary to achieve the tax results we had projected.