Tax Planning
Barbara guides her clients through a full range of tax planning decisions with strategies that minimize your tax liabilities and help you keep on track with your financial goals. Here are just a few examples of the issues she can help with:
- Real estate investments – Barbara can help you analyze the available strategies for selling or exchanging your real estate investments that save or defer taxes and keep your dollars working for your future.
- Personal retirement contributions: She can help you determine your optimal retirement contribution amounts for the greatest tax savings.
- Education Incentives – She can help you determine which of several tax incentives for education best meet your needs.
- Trusts and estates – She can coordinate with your attorney to help with trust funding or asset allocation decisions that may have a significant tax impact on your heirs.
- Employee Benefits, Pension, and Profit-Sharing Plans -- She can help you choose the appropriate benefit plan to maximize the tax advantages to you and your employees.
- Entity Selection – She can help you determine your most advantageous business form for tax purposes (S- or C-corporation, sole proprietor or partnership), while bearing in mind the other reasons for your chosen business structure.
Barbara’s expertise, experience, analysis and thorough research allows her to optimize financial opportunities to be found in existing as well as recently altered tax laws. She is knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.
