TAX PLANNING STRATEGIES

Tax Planning is smart planning, because the internal revenue tax code impacts every aspect of our lives.
Put simply, we have an obligation to pay taxes, but we don’t need to pay a dollar more than what is required. Good tax planning affects everything we do including:

  • Selling and buying your home.
  • Planning to reduce or eliminate estate taxes.
  • Tax planning for retirement accounts – deductions and withdrawals.

If you don’t know the rules that will save money for your family, we can help, and make sure you receive every tax benefit to which you are entitled.

Mr. Lantz is the holder of a Masters in Law in Taxation from Boston University School of Law.