TAX PLANNING

Taxes are a significant cost to business, individuals, estates and trusts. In these times of sweeping changes, understanding and complying with the intricacies of tax laws and regulations - with an eye toward growing and protecting one's assets - is increasingly difficult. Sound tax planning is more critical than ever before. It is essential that every significant financial decision, every new venture, every transaction be evaluated from a tax planning, compliance and minimization standpoint. The impact of taxes on the entire business or individual financial plan must be examined. A plan of action must be developed and implemented. We can assist you.

A Broad Spectrum of Tax Services
Going beyond compliance, we offer a full range of tax planning services for both businesses and individuals. Working closely with you, we will formulate a strategy that will improve your tax position. You will benefit from advantages allowed by the law and avoid pitfalls.

Tax Planning For Business
In addition to the preparation of tax returns, we will advise on and assist with: the techniques for minimizing tax expense representation on income tax and other tax examinations determining the tax consequences of mergers, acquistions or reorganizations advice regarding the structure of your business the tax effects of buy-sell agreements and executive compensation agreements the impact of specific transactions.

Tax Planning For Individuals
Our staff and tax consultants will work with you and other professional advisors to: determine techniques for minimizing tax expense represent you on income, estate and gift tax examinations evaluate the tax consequences of investment opportunities and buying/selling real estate develop strategies to meet your long term goals and those of your family provide advice and assistance in the areas of gift taxes, deferred compensation plans, trusts and other fiduciary matters assist on the design of an estate plan that helps you build and preserve your assets while minimizing estate and inheritance taxes.

Family Wealth Planning
Estate and gift taxes are such a significant drain on the wealth of clients. It becomes imperative to take those steps necessary to provide for the continuation of such wealth. This can be accomplished in a variety of ways. Capossela, Cohen, LLC is available to assist in the implementation of estate plans and in tying up loose ends.

Knowledgeable and Respected Professionals
Our tax professionals possess broad-based knowledge and expertise. Our strength lies in personalized service by qualified professionals with a sound working knowledge of the tax laws. We are constantly looking for ways to help you reduce your tax burden, whether it be from income taxes, estate taxes or other taxes.

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