Tax Planning

SRPC TaxOur objective is to alleviate any apprehension you may have regarding your taxes by employing strategies to reduce unforeseen circumstances and minimize your overall tax liability. We meet periodically to align your business and tax strategies and discuss options that may lower taxes for your combined business and personal returns. 

Some of the areas where many of our clients have changes and opportunities in their tax planning include:

  • Tax law changes

  • Timing of transactions

  • Exit strategies

  • Succession planning

  • Management buyout

  • Intellectual property

  • Business interest limitations

  • Qualified Business Income Deduction

  • Opportunity zone investments

  • Planning for tax losses

  • Asset protection

 

 

 

Ellen Lerche

Principal

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Ellen Lerche