Tax Planning
Tax Planning
Tax Planning is the process of arranging your affairs in a manner that legally reduces your present, future, or past tax liability.
Tax Planning for Individuals & Families, High Wage Earners
• Tax Loss Harvesting
• Exercising Stock Options
• Restricted Stock Options
• Tax Rate Optimization
• Donating Appreciated Assets
• Charitable Giving Strategies
• Capital Gain Tax Planning
Basic Tax Planning for Business Owners
• Shifting income to lower earning family members
• Implementing self-rental to minimize tax
• Electing the correct entity type for your tax planning needs
• Implementing employer/employee medical programs
• Optimizing Home office expense deductions
• Optimizing Vehicle expense deductions
• Implementing employer/employee fringe benefit plans
• Implementing Qualified & Non-Qualified retirement plans
"You must pay taxes, but there's no law that says, you gotta leave a tip" - Morgan Stanley
Business tax planning services are offered by our Business Advisory & Compliance Services division of JK Edwards & Company.