Forensic Accountant | Retirement Planning
Gary Kaplan offers comprehensive IRS and Washington D.C. tax planning. We look at your specific situation and provide guidance leading to the least tax. Tax planning can be used to your overall greatest advantage for the expected and unexpected events that happen in life. For many individuals, traditional life events such as marriage, having a family, funding higher education, and counting on a secure retirement will have an impact on your IRS and Washington D.C. tax planning. Then there can be unanticipated events like receiving a large sum of money, divorce, bankruptcy or litigation. Tax planning can help you preserve your overall financial objectives.
Business clients find our IRS & Washington D.C. tax planning services indispensable. Gary Kaplan can help you choose the right entity, project business income, analyze retirement plans, life insurance, evaluate lease vs. buy decisions, structure of compensation and benefit packages. We balance tax advantageous strategies with your objectives and business capital needs.
We know you work hard throughout your career. You want to enjoy a secure retirement with the least tax impact. You may be thinking about what will happen to your assets upon your own retirement or death. The timing of retirement and other distributions can have a material impact on your IRS and Washington D.C. tax planning, as well as tax impact on your heirs. When it comes to estate planning, we recognize that trying to do the right thing for everyone often leads to conflict between all the people & interests you care about. Gary Kaplan can work with your attorney to make sure your wishes and goals are accomplished in the most tax efficient way. He can analyze estate and income tax aspects of wills, the use of various trusts, charitable planning, the use of life insurance and other available tools as part of your IRS and Washington D.C. tax planning.
IRS and Washington D.C.tax planning will become even more important in the coming years. Many current advantages such as low capital gains tax rates, the high estate exclusion & low rates for estate taxes are scheduled to expire at the end of 2012. We will likely see significant tax legislation in the near future. Any shifts in tax policy will require expertise you can trust. Gary Kaplan devotes a substantial part of his practice on new regulations, their effect on your situation, and what adjustments you may need to make on your comprehensive tax planning for the IRS and Washington D.C. Our clients value the knowledge, strategy and performance that Gary offers; he will do the same for you.
We provide a FREE initial consultation to every client. Give us a call at 1 (866) 643-3560 or fill out our FREE consultation form. We will contact you within 24 hours.
