Income Tax Planning for Individuals and Families

Miller Kaplan and Income Tax Planning

Miller Kaplan's financial planning services for individuals and families help individuals and families plan for the creation, maturation, management and enjoyment of assets both during a lifetime and in succession. In addition, a professional planner will work with you as a guide to help you navigate through the complexities of financial and tax planning, new and changing tax laws, turbulent economic conditions, estate and trust planning and business succession issues.

Income tax planning and tax planner consulting

  • Annual and Quarterly tax compliance and preparation services for federal and state income tax returns
  • Year-round income tax planning focusing on the minimization of your tax liability
  • Strategic tax planning for your current and potential financial investments and transactions, including sales of significant assets, acquisitions, real estate, securities and stock options (both incentive and nonqualified)
  • Retirement planning
  • Minimizing effective tax rates on investments and maximizing the benefit from deductions

Estate and trust planning

  • Estate planning services with a focus on achieving and maintaining tax minimization, flexibility and retention of asset control
  • Plan for the creation, maturation, management and enjoyment of assets both during a lifetime and in succession.
  • Advice and consulting throughout the planning process from an experienced planner which may include:
    • Lifetime giving and/or gifts
    • Trust creation, which may include:
      • Qualified Personal Residence Trusts (QPRTs)
      • Grantor Retained Annuity Trusts (GRATs)
      • Charitable Remainder Trusts (CRTs)
      • Charitable Lead Trusts (CLTs)
    • o Creation of other vehicles including:
      • Family Limited Partnerships (FLPs)
      • Annuities
      • Restructured business assets, including corporations

Financial planning and tax planner advisory services

  • Risk Management and Insurance Planning
  • Planning, creating and managing capital accumulation
  • Strategic goal setting and management for retirement

To obtain more information on income tax planning, call an experienced financial tax planner today at (818) 769-2010.