Tax Planning
Vero Beach law firm of E. Steven Lauer, P.A. offers a comprehensive array of tax planning and related services that can be individually customized. Steven Lauer and his staff have helped many estate, business, and individual clients minimize taxes and preserve assets with proper tax planning strategies.
Tax planning estates
Our clients may not think that they are wealthy enough to have an estate. But if they have bank accounts, hold the title to real estate, or have life insurance policies, then they have assets and should see that they are protected. The E. Steven Lauer, P.A. firm can help clients eliminate probate costs, and minimize gift and estate tax in Vero Beach with the use of appropriate tools, such as:
- Wills
- Trusts
- Joint tenancies
- Revocable living trusts
Business tax planning
The financial preparation done by lawyers can also help structure our client's business to achieve optimum cash flow. Tax planning can reduce client's taxes and provide additional funds for investments, business growth, equipment purchases, or other operating expenses. The E. Steven Lauer, P.A. firm works with its commercial clients to determine:
- The best legal structure for the company, whether it is a partnership, sole proprietorship, limited liability company, or S or C corporation
- Appropriate accounting and inventory valuation methods
- Suitable benefit and retirement plan packages
Family tax planning
This firm's experience in taxation law will see to it that you do not overlook all of the annual deductions available, including:
- Business travel expenses
- Student loan interest
- Self-employment tax
- Heath savings accounts
- Job search expenses
- Early withdrawal penalties
- Stock losses
- Alimony
