Tax Planning and Income Retention Strategies

While preparing tax returns is often about quantifying the past, we are always looking forward to the future for our clients. Taxation is one of the most important and variable pieces of retirement planning. ERM has significant experience supporting individuals with income retention strategies and with our knowledge, individuals can take control of their tax liability.

Tax Services for individuals include:

  • Tax Planning & Return Preparation
  • Estate, Trusts & Beneficiary Taxation
  • Wealth Transfer & Gifting Strategies
  • Family Wealth Strategies
  • Foreign Asset Reporting & Compliance
  • Private Foundations & Other Charitable Vehicles
  • College Planning & Retirement Strategies
  • Financial Planning
  • Major Asset Decisions
  • Stock Option Strategies
  • Divorce & Support Issues

Achieve Stability

Our expertise with income tax strategies can maximize potential incentives, strategically minimize tax exposures, and ensure compliance. Understanding tax consequences from anticipated transactions may result in you taking a different direction. Meeting your goals are of primary importance to ERM.