Tax Planning and Reporting

MLG

Taxes are an unavoidable component of businesses and other investment activities. You may consider tax planning for a number of reasons, such as:

  • Selling a family business
  • Structuring succession of a family business to the next generation
  • Income, such as deciding when and how to take capital gains
  • Retirement Planning
  • Charitable giving
  • Gifting programs

These items, along with others, have significant tax implications. At Morris Law Group, we include tax planning in the structure of every Wealth Preservation Solution to help you maximize profitability and minimize tax liabilities.

Proper planning can make the difference between a good outcome and a less attractive outcome. Before undertaking a transaction or making a decision that could pose a significant tax impact, consult us. We will collaborate with your tax advisors to determine the best possible avenues for your personal situation.

We are the experts who will assist you and your team of advisors in preparation of income tax returns, estate tax returns, gift tax returns, and/or business returns. At Morris Law group, our attorneys are dedicated to staying current with the often changing world of tax compliance. If you have tax concerns, contact our office to today. Our attorneys are ready to assist you with all of your tax planning needs!


** Disclaimer Required by IRS Circular 230** Unless otherwise expressly approved in advance by the undersigned, any discussion of federal tax matters herein is not intended and cannot be used 1) to avoid penalties under the Federal tax laws, or 2) to promote, market or recommend to another party any transaction or tax-related matter addressed.

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