Tax Planning

While the estate tax has almost disappeared in recent years, the income tax still consumes a large part of the last dollars of high income earners. Many clients who exercise any variety of stock options or sell a business now see almost 50% of those gains lost to state and local taxes. Most executives with high levels of W-2 income do not know this can be prevented by using time tested tax avoidance strategies which have been a permanent part of the tax code since 1969.

I am privileged to hold the Enrolled Agent designation to be able to represent taxpayers before the IRS. I specialize in helping clients implement these proven tax saving strategies that can reduce taxes up to 50% and create a powerful income stream for their retirement years.

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