Tax planning is the real key to beating the IRS --

legally.

We go beyond tax compliance and proactively recommend plain-English

concepts and strategies to maximize your after-tax income. Our clients

pay the least tax allowable by law because we continually look for ways

to minimize your taxes throughout the year -- not just on April 15.

Tax planning is essential to helping you successfully and legally reduce the amount of your tax liabilities. In addition to making sure that you are tax compliant, we also can suggest tax saving strategies that will maximize your after-tax income. It doesn' t matter how good your accountant is with a stack of receipts on April 15. To minimize your taxes, you need a plan. You need concepts and strategies that leave more on your bottom line. • Have you organized your business right? • Do you have the right benefits plan for yourself and your employees? • Do you have the right retirement plan to prepare for the future? • Are you taking advantage of all the legitimate deductions, credits, loopholes, and strategies the Tax Code offers? We're constantly working to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars. We recommend tax-saving strategies to help you: • grow and preserve assets by keeping Uncle Sam out of your pockets. • defer income so you can keep your money now and pay less taxes later. • reduce taxes on your income so you keep more of what you make. • reduce taxes on your estate so your family keeps more of what you've made. • reduce taxes on your gifts so you can give more. • reduce taxes on your investments so you can grow your wealth faster. • reduce taxes on your retirement distributions so you can retire in style. Has your current accountant discussed strategies like these with you? • Splitting income between family members or legal entities in order to get more of the income taxed in lower bracket. • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate. • Deferring taxes through certain investment choices such as pension plans, contributions and other similar plans. • Choosing appropriate investments to produce income that is tax exempt from either federal or state or both taxing entities. • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home. Remember, we work for you -- not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies. Call 248-816-1220 or click HERE to schedule your Discovery Meeting. We'll find the mistakes and missed opportunities that may be costing you thousands in tax – and show you how proactive planning can rescue those lost dollars. We guarantee you'll leave with new information.

We’ll also assist you with tax planning by:

1. Income tax Planning 2. Tax projections 3. Socical Security Planning 4. Medicare Tax Planning 5. Transactional planning 6. Entity selection 7. Financial planning 8. Family budget counseling 9. Investment location planning 10. Financial services 11. Family wealth management 12. Contract reviews 13. Business Valuation 14. Buying, selling or merging a business tax planning and structuring 15. Buy-sell agreement consulting 16. Succession planning 17. Estate tax planning 18. Estate planning for second marriages 19. Estate planning for unmarried couples 20. Postmortem estate planning 21. Asset selection to fund trusts 22. Generation skipping tax planning 23. Supporting a relative planning 24. State domicile and residency planning - moving to another state or locality 25. Retirement planning and counseling 26. Pension planning 27. Children’s education funding planning - Section 529 plans 28. Family financial security risk management 29. Offshore business and investing planning 30. Planning for foreign ownership in U.S. real estate and businesses If you'd like to receive more information about our Troy tax planning services. Please call us at (248) 816-1220 or 800-276-8319 to set up a free consultation. Or Book Your Consultation here: We service clients worldwide.