Tax Planning and Preparation
Whether you need tax returns prepared or want help in planning business or personal tax strategies, tpbs can handle all tax services for you. Our tax experience extends to a wide range of tax entities and situations.
Our tax specialists have extensive experience in providing tax planning and compliance services. Many of our professionals have earned master's degrees in tax or financial planning. All stay current on the latest changes in tax law, forms, and policies.
Control of income tax obligations should result in minimizing income tax with reasonable risk. Income tax planning should include projection of tax liabilities when they are due. Appropriate planning and budgeting will provide for tax payment in a controlled manner that avoids penalties and interest. tpbs can help you control income taxes in such areas as:
- Structuring real estate transactions to include both purchases and sales
- Structuring business purchases and sales
- Entity ownership and income splitting
- Retirement plan alternatives for deferring income
- Retirement plan and IRA distribution planning
- Tax-managed investment planning
- Charitable gift planning
- Alternative minimum tax planning
2009 Year-End Estate and Gift Tax Planning
Understanding the First-Time Homebuyer Tax Credit
The American Recovery and Reinvestment Act of 2009