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Tax Planning

Tax Planning

At WeberMessick, we understand the intricacies involved in effective tax planning. Whether you are striving to accumulate assets, focusing on preserving capital, or looking for an effective wealth distribution strategy, our team of experienced professionals possess the acumen to recommend tax-efficient strategies to your complex problems. Our team can assist you with the following: Estate and Legacy Planning, Business Succession Planning, Charitable Gift Planning, Trust and Advisory Services.

Tax Planning is more than just April 15th

Tax compliance is about getting the tax return right; tax planning starts after the return is finished. We step back and look at the bigger picture to see how we can help you with your tax strategy. Some strategies are short term (e.g. adjusting withholding) while others are long-term (e.g. setting up a new retirement plan.) By engaging in the tax planning proves, you minimize the anxiety of the tax return process.

LPL Financial Representatives offer access to Trust Services through The  Private Trust Company N.A., an affiliate of LPL Financial.

Why a CPA?

A Certified Public Accountant takes a holistic approach to your financial situation. We are uniquely positioned to integrate tax implications of financial decisions and events (big or small). We advise and help our clients understand how these decisions affect their overall financial plan.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.   |  410-933-8811