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  1. Home
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  3. Tax
  4. Personal Tax

Personal tax services

tax planning & consulting

Our team of certified public accountants provides tax strategies, planning and consulting services for your personal taxes. Our tax team can help with:

  • Passive activity grouping
  • Capital gain/loss harvesting
  • Alternative minimum tax (AMT)
  • Credit utilization
  • Gift planning
  • Estate planning
  • Estate plan documentation review
  • Estate tax calculation and liquidity analysis
  • Irrevocable Life Insurance Trust (ILIT)
  • Ownership alternatives
  • Use of LLCs and family partnerships

Continue reading about our tax services:
Tax
Tax structure
Tax credits & incentives

Federal tax
State & local tax
Other tax filings

related insights

Tax Return Due Date Reminder

The Highway and Transportation Funding Act of 2015 (the “Act”) contains several important tax provisions and set new due dates for partnership, C Corporation, trust, Report of Foreign Bank and…

Read full story

Property Acquired from Decedents: New Rules & Requirements

What to Look Out For Whether an individual is involved in a decedent’s affairs as an executor or beneficiary, the new basis consistency rule and corresponding reporting requirements should not…

Read full story

Don’t Be a Victim of Tax-Related Identity Theft

In a world where we are growing increasingly dependent on technology, identity theft is a very real and relevant concern. This issue is having an increased impact on tax filings,…

Read full story

Trump’s Tax Plans – Current Law vs. The Possibilities

As the 2016 election cycle comes to a close and Republican nominee Donald Trump is elected to become the 45th President of the United States, many taxpayers are wondering what…

Read full story

Social Security Component of FICA to Increase

The Social Security Administration announced the maximum earnings subject to the Social Security component of the FICA tax will increase for 2017 by $8,700.  For 2017 the maximum Social Security…

Read full story
Subscribe to our news & updates

Our team is always ready to help. Please contact us for more information.

Margaret Amsden

Shareholder, Private Client Services

Contact Margaret   |   Read Margaret's bio

  • Featured Content
  • Related Insights

Personal tax services

tax planning & consulting

Our team of certified public accountants provides tax strategies, planning and consulting services for your personal taxes. Our tax team can help with:

  • Passive activity grouping
  • Capital gain/loss harvesting
  • Alternative minimum tax (AMT)
  • Credit utilization
  • Gift planning
  • Estate planning
  • Estate plan documentation review
  • Estate tax calculation and liquidity analysis
  • Irrevocable Life Insurance Trust (ILIT)
  • Ownership alternatives
  • Use of LLCs and family partnerships

Continue reading about our tax services:
Tax
Tax structure
Tax credits & incentives

Federal tax
State & local tax
Other tax filings

Our team is always ready to help.

Please contact us for more information.

Margaret Amsden

Shareholder, Private Client Services

Contact Margaret   |   Read Margaret's bio

Tax Return Due Date Reminder

The Highway and Transportation Funding Act of 2015 (the “Act”) contains several important tax provisions and set new due dates…

Read more

Property Acquired from Decedents: New Rules & Requirements

What to Look Out For Whether an individual is involved in a decedent’s affairs as an executor or beneficiary, the…

Read more

Don’t Be a Victim of Tax-Related Identity Theft

In a world where we are growing increasingly dependent on technology, identity theft is a very real and relevant concern.…

Read more

Trump’s Tax Plans – Current Law vs. The Possibilities

As the 2016 election cycle comes to a close and Republican nominee Donald Trump is elected to become the 45th…

Read more

Social Security Component of FICA to Increase

The Social Security Administration announced the maximum earnings subject to the Social Security component of the FICA tax will increase…

Read more
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