They often say that the only two certainties in life are death and taxes. Well with proper planning you can minimize your tax exposure and save more. TBH works with clients on a range of tax benefit analyses such as Alternative Minimum Tax, Stock Options and RSU’s, gifting, etc. Here is a list of some of the common questions/concerns we get:
- Can you help manage my/our federal and state taxes?
- I am self-Employed and need to do a better job with Estimating my Tax Liability, can you help?
- Can you help analyze how my business’s success translates to my personal tax liability?
- I need help reviewing my Stock Options and Restricted Stock Units.
- Help me with my AMT liability.
- Can I set up a Gifting strategy to offset some income?
- How can I defer more income outside of my IRAs, 401(k)s, etc?