Tax Planning

Long-range tax planning is vital in order to minimize tax liabilities and maximize your tax savings. We emphasize proactive tax analysis, with tax planning being a year-round consideration, not just at the year's end. Timely tax planning reduces common tax-time headaches and anxieties, while ensuring you are getting the most of the tax benefit available to you.

We make it a priority to enhance our knowledge of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

Businesses and individuals pay the lowest amount of taxes allowable by law because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you...

  • grow and preserve assets by keeping Uncle Sam out of your pockets.
     
  • defer income so you can keep your money now and pay less taxes later.
     
  • reduce taxes on your income so you keep more of what you make.
  • reduce taxes on your investments so you can grow your wealth faster.
  • reduce taxes on your retirement distributions so you can retire in style.

 Here's just a few of the Tax Saving Strategies we use...

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket.
     
  • Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
     
  • Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
     
  • Working with your financial planner to produce income that is tax exempt from either federal or state or both taxing entities.
     
  • Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Remember, we work for you not for the IRS. Many of our clients save many times the fee in reduced tax liability through careful planning and legitimate tax strategies.

If you'd like to receive more information about our Tax Planning Service, please complete this form.

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© Leslie A. Iannucci, CPA, P.A. 2019, 105 Salem Towne Court, Apex, NC 27502
T: (919)363-2150 F: (919)363-2160 E: info@rducpa.com

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