The team at Intelligence Driven Advisers stresses the importance of having one firm handle all your financial planning, investments, and taxes. True synergies occur when all the pieces are known by your financial and tax advisors. You get the benefits of avoiding unnecessary taxes through year-end strategies and long-range tax planning.
Strategic Tax Planning for Businesses and Individuals:
- Alternative minimum tax planning
- Multi-state tax planning
- Business succession planning
- Trust and estate planning
- Tax planning for non-profit organizations