At Taylor & Morgan, our tax consultants work full time to keep up with all the tax law changes. We develop strategies that will allow you to take full advantage of the law, and we use our best judgment and experience to advise you as to what actions you can take to reduce your tax burden. Our tax practice is comprised of professionals with deep backgrounds and experience in estate tax, income tax, gift tax, trust tax planning, charitable giving planning, executive compensation and benefits and life insurance planning. Our team members have the insight and knowledge needed to help clients address all their tax issues.

Tax Compliance
For individuals, our tax advisors go beyond your 1040 return to analyze both current and projected income as well as your plans to transfer wealth. Then we recommend such smart tax tactics as timing income and deductions, obtaining tax-exempt income, using tax-advantaged investments, obtaining capital gains in lieu of ordinary income and using gifts and trusts. Our forward-looking, what-if approach can help you grow and preserve assets; defer income; and reduce taxes on your income, estate, gifts, investments and retirement distributions. Whether wealth planning, compliance or consulting, our goal is the same: to provide you with recommendations and strategies within the law to help you build your net worth and reduce your tax burden.

Tax Planning

Estate Planning
We work with family members to determine the client's goals with respect to the distribution of family wealth, whether private or charitable. Planning activities typically include estate tax projections, liquidity analysis and suggestion of planning ideas that may reduce wealth transfer taxes. We also can advise on business succession planning and structuring the acquisition of life insurance.

Charitable Planning
We work with family members to determine the client's goals with respect to the distribution of family wealth, whether private or charitable. Planning activities typically include estate tax projections, liquidity analysis and suggestion of planning ideas that may reduce wealth transfer taxes. We also can advise on business succession planning and structuring the acquisition of life insurance.