Tax Planning

Tax Planning.  Taxes must be considered in every economic decision of your life.  If you have read any of the other discussions on this site, you know that tax consequences exist in almost every situation.  Jim Marino likes to weigh the tax effect in all matters in the determination of the action.  While the tax role doesn’t typically control all decisions, it almost certainly will affect that decision.  Consistent with planning preparation, Jim Marino will explain your position and help you to plan for tax opportunities in your decision-making process. The difference between “death and taxes” is that we can plan for (or around) taxes.

The tax law changes of 2017 and, more significantly, those tax proposals currently pending in Congress, bring your tax planning – estate tax and income tax/cap gain planning – squarely into the bullseye of your planning.