Reducing your overall tax burden for the current year is a good reason to do tax planning.  Timing gains and losses, accelerating or deferring income, maximizing deductions, taking advantage of tax credits, planning for the alternative minimum tax - these and other strategies can cut the April 15th tax bill significantly.

But tax planning makes sense for many other reasons as well.  It is a critical instrument for successful business management, retirement planning, estate planning, education planning, legacy building, investing , real estate management and more.

To get the full benefit, it is essential to plan tax strategies with the big picture in mind.  You must consider your entire financial situation, your financial objectives, and the immediate and long-range implications of decisions.

Our approach

We look at your unique situation and help you develop tax strategies that make sense.  Sense for the short-term and long-term, for you, your family, your business, and your career.  We can advise you on special situations like inheritances, business transactions, one-time losses or gains, gifts, IRS audits and provide guidance on overall strategies.

In addition, for those who qualify, we offer a selection of alternative investments that can throw off tax deductions or tax credits.  These are especially appealing to the affluent.

                                                             

                                                  visit Allegheny Investments  website at: http://alleghenyinvestments.com/taxplanning.php