Tax Planning

Businesses and individuals can save time and money and reap benefits from proper tax planning. To take full advantage of the constantly changing federal and state tax laws, you should be talking with your tax expert on a regular basis to determine the appropriate steps you can take to lower your taxes and put money in your pocket.

Not surprisingly, many clients see their CPAs at tax time, when the main focus is on completing and filing their income tax returns. As a result, they may not take the opportunity to ask questions about the benefits of long-term tax planning or about other important financial planning concerns.

The good news is that the tax attorneys at The Law Offices of Lawrence Israeloff, PLLC are available to advise you on income tax law changes and tax planning strategies all year long. We have extensive tax planning expertise in a broad range of financial areas. We take the time to thoroughly review your financial situation, help you understand your options and make the best decisions concerning your money to minimize your taxes. So give us a call to discuss your important financial issues whenever they arise.

Our tax planning and tax return preparation services encompass:

  • Federal, state and local personal income taxation
  • Federal, state and local business taxation
  • Trust planning and taxation
  • Gift planning and taxation
  • Estate planning and taxation
  • Personal financial planning
  • Transactional tax consulting and research
  • Quarterly estimated tax payment calculations
  • Future tax projections

Additional legal services include:

  • Trust and estate administration
  • Business entity formation
  • Partnership agreements
  • Limited Liability Company operating agreements
  • Stockholder agreements
  • Buy-sell agreements
  • Purchase and sale agreements
What Is The Estate Tax?
The estate tax is one component of the federal transfer tax system, which also includes the gift tax and the generation-skipping transfer tax.
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The Trust As Part Of An Estate Plan
To the layperson, trusts can appear complicated. People often think trusts are only for the very wealthy. In reality, trusts can be useful for people of all income levels.
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What Is Probate?
Probate is the legal process that takes place after someone dies of proving the validity of a will or establishing who is entitled to receive the decedent’s property under state intestate succession laws if there is no will.
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Who Are The Parties Involved In A Trust?
The person who creates a trust is called the creator, the settlor, or the grantor. The trustee is the person or persons who hold title to the trust property in their name.
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AICPA Tax Attorney CPA, CFP®, Melville NY

OFFICE LOCATION

445 Broad Hollow Road, Suite 205
Melville, NY 11747
516.537.4440
Email: larry@israelofflawcpa.com

MAP

Lawrence Israeloff, Esq., CPA, CFP®

DISCLAIMER

The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.
©2017 Tax Attorney CPA, CFP®, Melville NY
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