Tax Planning

Tax Planning

E. Steven Lauer, P.A. offers a comprehensive array of tax planning and related services that can be individually customized. E. 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 for 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. E. Steven Lauer, P.A. can help clients eliminate probate costs, and minimize gift and estate tax with the use of appropriate tools such as:

  • Wills
  • Revocable Trusts
  • Living Trusts
  • Irrevocable Trusts
  • Joint Tenancies
  • Pay of Death Accounts
  • Annual Exclusion Gifts

Tax Planning for Business

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. E. Steven Lauer, P.A. 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

Tax Planning for Families

The IRS makes several types of annual deductions available to taxpayers, such as deductions for:

  • Business travel expenses
  • Student loan interest
  • Self-employment tax
  • Heath savings accounts
  • Job search expenses
  • Early withdrawal penalties
  • Stock losses
  • Alimony
Knowing the annual deductions that are available to taxpayers and when they may be taken can help taxpayers reduce their tax liability. E. Steven Lauer, P.A.’s experience in taxation law will see to it that you do not overlook the annual deductions available to you.

The attorneys at E. Steven Lauer, P.A. can help you with tax planning strategies that minimize your payments and protect your and your family’s assets. For an initial consultation, call E. Steven Lauer, P.A. at (772) 234-4200, or complete our convenient contact form.

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