Best Tax Planning Strategies

Proper tax planning means having a tax professional advise you before, during, and after a taxable transaction.  If a client waits until after the transaction has ended, the strategies available to the tax preparer are limited.  At that point, we can only ensure clients comply with the tax code, instead of taking advantage of it.  Because of this, I implore you to please contact me before you enter engage in a transaction that has you wondering if there will be any tax consequences.

This video illustrates the importance of tax planning before it’s too late: