In today's economic environment and ever-changing tax structure, the acquisition and preservation of capital is a difficult and time-consuming task. While most individuals recognize the need for effective personal financial and tax-planning assistance, the multiplicity of planning places a premium on expertise

Our personal financial tax-planning services offer an objective, well-rounded package. In addition to the preparation of the federal, state tax returns, we evaluate the many alternative tax-planning strategies that may be available. In addition we can represent you before the IRS and State of Connecticut for both tax issues and collection matters.

Areas of planning that are available:

  • Individual Tax Planning - Deferred compensation alternatives; timing of charitable contributions; alternative minimum tax planning; investment interest expense limitations planning, timing of capital gains and/or losses, etc.
  • Gift and Estate Tax Planning - Generation skipping transfers; estate liquidity; charitable trusts, family limited partnerships, limited liability companies, other trusts
  • Financial Planning - Comparison of alternative investments on an after - tax basis; cash flow projections
  • Financial Investment Analysis - Tax - sheltered investments; the cost of borrowing; higher education planning
  • Retirement Planning - Distribution alternatives, choices of beneficiaries rollovers, alternative investment choices.

Copyright 2011.
Barron Gannon & Co., P.C.