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

legally.

WHAT IS TAX PLANNING? Tax planning refers to our review of your tax return to identify potential planning opportunities - both now and in the future - to keep your lifetime tax liability as low as possible. This is different than tax preparation, which is focused on keeping you compliant with what the government thinks you owe each year. WHY IS TAX PLANNING IMPORTANT? Taxes touch every part of your financial life. Your tax return is a financial fingerprint: it's completely unique to you, complete with valuable clues and information, all of which is buried in dozens of pages and hundreds of numbers. Understanding your return equips us to have more valuable and actionable conversations with you. Additionally, we can demystify the world of income taxes and help you understand this important piece of your financial picture. WHO IS TAX PLANNING FOR? Everyone! Regardless of your income sources or filing status, nearly anyone who pays income taxes can benefit from having a professional review of your tax return to identify relevant planning opportunities. At worst, we'll review your return and conclude you are currently maximizing every available tax saving opportunity. That's great "peace of mind" news. Alternatively - and more frequently - we'll identify a handful of tax saving opportunities, both in the current year and in future years 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? • Do you have a strategy for a strategy for Tax Efficient Retirement Distsributions? • Have you organized your personal finances? We're constantly working to enhance our mastery of the current tax law, complex tax code, and new tax regulations. 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. • Strategically pay taxes today so that you 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. • Roth Conversions. 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. Elder Care planning 13. Contract reviews 14. Business Valuation 15. Buying, selling or merging a business tax planning and structuring 16. Buy-sell agreement consulting 17. Succession planning 18. Estate tax planning 19. Estate planning for second marriages 20. Estate planning for unmarried couples 21. Postmortem estate planning 22. Asset selection to fund trusts 23. Generation skipping tax planning 24. Supporting a relative planning 25. State domicile and residency planning - moving to another state or locality 26. Retirement planning and counseling 27. Pension planning 28. Children’s education funding planning - Section 529 plans 29. Family financial security risk management 30. Offshore business and investing planning 31. 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.