| In
today's economic environment and
ever-changing tax structure, the
acquisition and preservation of capital
is a difficult and time-consuming task.
While most individuals recognize the
need for effective personal financial
and tax-planning assistance, the
multiplicity of planning places a
premium on expertise
Our
personal financial tax-planning services
offer an objective, well-rounded
package. In addition to the preparation
of the federal, state tax returns, we
evaluate the many alternative
tax-planning strategies that may be
available. In addition we can represent
you before the IRS and State of
Connecticut for both tax issues and
collection matters.
Areas
of planning that are available:
- Individual
Tax Planning - Deferred compensation
alternatives; timing of charitable
contributions; alternative minimum
tax planning; investment interest
expense limitations planning, timing
of capital gains and/or losses, etc.
- Gift
and Estate Tax Planning - Generation
skipping transfers; estate
liquidity; charitable trusts, family
limited partnerships, limited
liability companies, other trusts
- Financial
Planning - Comparison of alternative
investments on an after - tax basis;
cash flow projections
- Financial
Investment Analysis - Tax -
sheltered investments; the cost of
borrowing; higher education planning
- Retirement
Planning - Distribution alternatives,
choices of beneficiaries rollovers,
alternative investment choices.
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