Tax Strategies
Top professional guidance considering all aspects of the client’s professional and personal objectives is critical in effective tax planning for maximum wealth preservation.
Paying more taxes than you need to pay is not the unavoidable price of success. An effective tax strategy goes far beyond compliance and tax preparation. It requires skilled professionals who understand how to help our clients to plan and take advantage of opportunities to minimize taxes.
Our work with entrepreneurs, high-net worth individuals and businesses involves a common theme – taking a holistic view of their personal, business, family and philanthropic values. We recognize that every decision has consequences and the first step is critical and often the most consequential of all. Our efforts on our client’s behalf are to make sure that all considerations have been appropriately evaluated to produce the desired results and avoid unintended consequences. An essential part of our activity with every new client is to review the client’s existing tax situation to identify potential recoveries and opportunities for the future.
Tax laws are becoming more and more complex for high income and net worth taxpayers. The understanding of tax law requires not only knowledge of the regulations, but the ability to see ways for clients to optimize their post-tax economic results. This is equally true whether you are an entrepreneur, business owner or an individual. Perelson Weiner’s commitment to maintaining a team of highly skilled professionals adds value to each client by anticipating, and working to optimize, the possible what ifs of tax law.
As part of our tax services, Perelson Weiner also provides preparation of Federal and State tax returns, the management and representation in tax examinations, and real estate tax compliance and advisory services.