Virtually every planning decision you make has tax consequences. Too often taxes are an afterthought, and tax preparation is little more than tallying the bill. The following is only a partial list of activities that have significant tax consequences:
Buying or selling securities – Buying or selling real property – Buying or selling a business- Forming a new business – Marriage – Divorce – Gifting –Starting a family – Saving for college -Saving for retirement – Spending a retirement plan – Passing wealth to future generations during life and after death.
Tax preparation and consulting are separate from our advisory services and require a separate engagement letter and agreement of areas to be covered.