Tax Planning

Tax Planning Legal Lynn, MA

Tax Planning

Benjamin Franklin famously stated:

“In this world nothing can be said to be certain, except death and taxes.”

The statement is as true today as it was more than 200 years ago, as taxes continue to affect virtually every financial decision we make. Our comprehensive tax planning services are designed to help you minimize your tax liability and boost your bottom line.

In December of 2017, Congress passed the most extensive revision to the tax code in more than 30 years. The new tax law takes effect January 1, 2018 and dramatically changes the tax code for both individuals and businesses.

Contact us today to see up an appointment to discuss your tax planning needs, and to make sure that you are optimizing your tax situation under the new law.

Individual Tax Planning
Everyone has their own unique tax planning needs. Our firm works closely with our clients to enhance their financial security and minimize their tax liability. We provide tax advice regarding:

  • Federal Income Taxes
  • State Income Taxes
  • Capital Gains Taxes
  • Estate Taxes
  • Self-Employment Taxes

Additionally, in conjunction with our tax planning, we offer asset protection advice and advanced MassHealth/Medicaid planning.

Business Tax Planning
We offer our clients tax advice on choosing the entity structure that maximizes your profit and minimizes your tax liability. We can help you choose between Solo Proprietorship, Partnership, LLC, S-Corporation and C-Corporation. We can also prepare the legal documents necessary to establish your entity if new, or change one already in existence. We also offer our business clients income and estate tax advice, and can advise regarding the tax effects of a potential ownership transfer.

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