Proactive and innovative tax planning enables you to not only reduce your tax liabilities but also defer current and future tax for years to come. With the proper tax planning strategies in place, you are able to maximize your current cash position. HA&W has a dedicated group of tax experts who specialize in tax planning strategies like conservation easements, gift and estate tax reduction, retirement planning and establishing family limited partnerships.
You want financial security now, for your children and for generations to come. Count on us for the tax planning strategies that link to your overarching wealth-generating plan. Our goal is to protect your interests.
Services we provide include:
- Year-end tax planning
- Multi-year tax projections
- Minimizing the impact of the alternative minimum tax (AMT)
- Tax strategies related to your investment planning and capital gains
- Estate and gift tax planning
- Retirement planning and distributions from qualified plans and IRAs
- Family-owned or closely held business succession planning
- Charitable giving planning
- Education funding strategies
- Expatriate tax issues