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Taxes

" ... in this world nothing can be said to be certain, except death and taxes."

   - Benjamin Franklin, in a letter to Jean-Baptiste Leroy, 1789

On the other hand:

"Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes."

   - Judge Learned Hand, Helvering v. Gregory, 69 F.2d 809, 810-11 (2d Cir. 1934).

Simply put, we help minimize your tax burden.  Whether it is your individual income tax, your business income tax, or your estate and gift taxes,  we will work with you and your advisers to keep the government's hand out of your wallet to the extent possible (and, of course, legal!)

If you are also a wealth management client of ours via blue Flamingo Wealth Management, we are able to coordinate your portfolio with the rest of your financial interests. For example, nonqualified portfolios are tax managed to reduce the tax's bite.

What does your tax return say about your financial situation? The fact is, the paperwork you file each year offers excellent information about how you are managing your moneyand about areas where it might be wise to make changes in your financial habits. If you have questions about your financial situation, remember that we can help. Our firm is made up of highly qualified and educated professionals who work with clients like you all year long, serving as trusted business advisors.

 

So whether you are concerned about budgeting; saving for college, retirement or another goal; understanding your investments; cutting your tax bite; starting a business; or managing your debt, you can turn to us for objective answers to all your tax and financial questions.

Do you know how much you’re paying in taxes? You may have a sense of what you spend on income taxes, but have you also considered the taxes you pay on utilities, gasoline, cigarettes and alcohol, hotel stays and numerous other items? The CPA profession’s Total Tax Insights™ calculator (
www.totaltaxinsights.org) can put these numbers in perspective, enabling you to make better informed financial decisions.

Take a few minutes to drop in your numbers, and if your results raise questions about your financial planning choices, we can help.  If you’d like to get started, don’t hesitate to contact us with all your questions.

Where will your business be in five years? Would strategic budget cuts in some areas improve your company’s health? Are there ways you can boost revenue? If youre nearing retirement, is there a buyer or successor in the wings? These are the kinds of questions that keep many business owners up at night. Fortunately, as your CPA, we can probably help you sleep a little easier. Our firm is made up of highly qualified and educated professionals who work with clients like you all year long, serving as trusted business advisers. We act as coaches, guides and trainers for our business clients, helping them chart the best route to success. So be sure to turn to us with all your business questions or concerns.

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 IRS CIRCULAR 230 NOTICE: Pursuant to recently enacted U.S. Treasury Department Regulations, we are now required advise you that, unless otherwise expressly indicated, any federal tax advice expressed above was neither written nor intended by the sender or this firm to be used and cannot be used by any taxpayer for the purpose of avoiding penalties that may be imposed under U.S. tax law. If any person uses or refers to any such tax advice in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement to any taxpayer, then the advice should be considered to have been written to support the promotion or marketing by a person other than the sender or this firm of that transaction or matter, and such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

Copyright © 2016 Michael David Schulman. All rights reserved.
 


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