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Planning

Looking ahead with an experienced eye and alert to pending and potential change, we act to minimize the tax effect of decisions you make as they impact your personal and/or business tax picture. Through research and our roles on accounting society and government advisory committees, we alert you to tax proposals before they become law. This enables us to advise on what the changes may mean to you and recommend steps to take. We actively review clients’ business practices, looking for ways to lower tax liability and increase their bottom line. Working on transactions from initial concept through conclusion, we examine the opportunity from a myriad of angles — weighing the economics and business factors, as well as the tax consequences for both the individual and the business. We seek every occasion to structure the tax benefits to our client’s maximum advantage.