Understanding and minimizing your tax liability requires year-round attention and advance planning. At ShindelRock, we apply a comprehensive tax planning approach to each of our clients’ activities throughout the year, so there are no surprises. Our team of sophisticated tax experts includes several Masters of Taxation, a Certified Specialist in Estate Planning and an IRS Enrolled Agent, all of whom are adept at understanding and minimizing even the most complex business, individual, estate and trust tax matters.
Because we handle a client’s entire financial spectrum we have the unique ability to integrate business and individual tax plans and recognize needs or opportunities only apparent when considering the entire picture. For instance, if a vehicle to protect underlying assets is required, we can coordinate a trust or an estate’s establishment and execution with attorneys and investment professionals, choosing the tax savings strategy that best matches the client’s wishes.
The unique complexities and interactions of your business, individual, estate or trust activities call for tax experts adept at navigating the system. Let ShindelRock take the surprise out of taxes with year-round comprehensive tax planning services.
Tuesday, January 18, 2022 Marianne Lilly, CPA, CGMA, CFE
Wednesday, January 12, 2022 Karla Harrington CPA
Monday, January 03, 2022 ShindelRock