Tax Planning

We are dedicated to providing sophisticated, yet practical tax solutions to your tax concerns that ultimately reduce your overall tax burden.

If you’re like most of our clients, you’re seeking ways to reduce the impact of federal and state income, estate and gift taxes. Whether you are an individual, partnership, LLC/LLP, corporation, or other entity, MJM Financial Advisors, LLC can help by planning and preparing your taxes. We make complex tax planning appear simple because we take the burden away from you. We coordinate tax planning with your investment strategy, and other aspects of your finances, to create a fully integrated tax plan.

Virtually every wealth-planning decision you make has tax implications. Therefore, strategic tax planning can make a big difference in your financial affairs. We believe that the best approach starts with a year-long tax planning strategy.

Our forward-looking, what-if approach can help you grow and preserve assets, defer income, and reduce taxes on your income, estate, gifts, investments, and retirement distributions.

Our tax planning services for individuals and families include:

  • Researching and evaluating the tax effects, and other costs, of proposed major transactions
  • Evaluating retirement benefit plan options
  • Estate, trust, gift and generation-skipping tax planning to reduce estate and inheritance taxes
  • Multi-state tax planning issues
  • Entrepreneur tax issues
  • Calculation of projected federal and state estimated quarterly income tax payments
  • Charitable gift planning
  • Stock option planning (both incentive and nonqualified)

 

Business Tax Planning

In today’s fast paced, ever-changing business environment, your successful business must minimize costs to remain competitive. Because taxes and tax compliance can be a big part of a company’s overall cost structure, the first step to maximizing after-tax income is an intelligent, comprehensive tax strategy. Working with the premise that tax planning is an integral and continuous process, we are tenacious advocates for—and strategic partners of—each of our closely held business clients. Our ultimate goal is to provide tax solutions that not only reduce your overall tax burden, but also make good business sense as well.

Tax planning for privately-held business owners and real estate investors may include:

  • Corporate tax planning for shareholders and investors, including formation, operations, and financing
  • Transactional tax planning for mergers, acquisitions, and divestitures
  • Tax planning for limited liability companies, limited partnerships, and disregarded entities, including structuring allocations, distributions, and capital and profits interests
  • Cost segregation analysis for real estate holdings
  • Compensation planning, including design and administration of pension, profit-sharing, and fringe benefits plans

Read more about tax planning and compliance services: