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Our tax planning services include:
For Individuals
- Estate and gift tax planning
- Retirement planning
- Educational funding
- Charitable giving
- Life insurance planning
For Businesses
- Entity selection
- Entity conversions
- Merger and acquisition strategies
- Succession planning
- Multi-state tax planning
- Compensation analysis and planning
- Structuring buy-sell agreements and tax aspects of other shareholder agreements
- Tax aspects of financing and capitalizing the organization
- Evaluation of various tax elections and methods of accounting
- Filing for tax exemptions and elections for the organization and its owners
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