Tax planning and strategy

Planning for long-term financial success

Effective tax planning builds a proactive strategy around your whole financial position. Gregg offers tax planning and strategy for individuals, businesses, and high-net-worth families, drawing on more than 25 years of experience to lower your tax liability while you work toward your goals.

Personal tax planning

• Identifying deductions and credits that lower your tax.
• Structuring retirement contributions and investments for the greatest tax benefit.
• Planning around major life events, such as marriage, a home purchase, or education expenses.
• Year-round guidance that prepares you for tax season and beyond.

Business tax planning

• Choosing a tax-efficient structure, whether an LLC, S corporation, or C corporation.
• Building depreciation schedules for assets and equipment.
• Planning quarterly estimated payments so each one is accurate and on time.
• Managing payroll tax and sales tax compliance.
• Guidance on available credits and incentives, such as the research and development credit.

High-net-worth tax strategies

• Estate and gift tax planning for an efficient transfer of wealth.
• Coordinating the tax effect of investments, rental properties, and business interests.
• Using trusts, charitable giving, and other tax-efficient vehicles.
• Planning the timing of capital gains and losses for the best after-tax result.

Retirement tax planning

• Optimizing contributions to IRAs, 401(k)s, and SEP IRAs.
• Building withdrawal strategies that keep taxes on retirement income low.
• Planning required minimum distributions well ahead of each deadline.
• Evaluating Roth conversions for long-term benefit.

Year-round support

Tax planning is an ongoing process. Gregg monitors legislative changes, adjusts strategies as your income or goals shift, and offers guidance on tax-efficient investing, so every decision is made with the full picture in view.