Tax Structuring & Strategy

The word ‘tax’ and ‘surprise’ do not belong in the same sentence, and you want to keep it that way.

An all-white circular puzzle receiving its last piece for completion.

Tax Structuring & Strategy

The word ‘tax’ and ‘surprise’ do not belong in the same sentence, and you want to keep it that way.

In its simplest form, tax planning can involve deferring income or accelerating expenses in a given tax year. But most situations are not that simple. Strategies to plan ahead for taxation emerge from when, how and where you want to use your income.

Once you understand the situation, there are strategies that present themselves for business or personal. The smartest person in the room is the one asking questions early enough to make a plan.
- David Cooper, CPA, Shareholder

From different types of stock compensation to different types of retirement vehicles, you need to know how and when they are taxed. Choosing an entity structure. Exiting a business. Adding to or changing a real estate portfolio. Making gifts. For every business or personal decision, there is more than one tax strategy available. Factoring in current tax laws and any changes to those laws on the horizon can also help you determine if a decision has to happen this year or if it can wait.

The benefit of experience has taught us at Walter Shuffain that every taxing situation requires more than our tax advisory team. We work collaboratively with your legal, investment advisory, insurance and banking advisors. Even if a surprise windfall lands in a foreign country, we can contact local, trusted professionals to help you. The ideal tax situation is one that keeps you in control of the strategy. Ask us how you can plan ahead for business or personal goals through our comprehensive tax advisory services.

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