Tax Planning

Identifying Tax-Saving Opportunities

From securing your first job, to growing a family and buying a home, to changing careers and eventually retiring – tax laws are complex and ever-changing. It can be very difficult to navigate this area of your financial life, but as CPAs, SC&H can help manage the issues you face and work to maximize your after-tax cash flow.

We constantly monitor changes and review your personal financial situation over time to help minimize tax liabilities. Our goal is to build a long-term relationship with you and your family, and to help navigate the ebbs and flows of your financial life.

SC&H offers the following services to create tax-savings opportunities for you:

  • Tax Planning and Compliance for Individuals, Estates & Trusts
  • Gifting Strategies
  • Charitable Planning with Donor-Advised Funds & Charitable Foundations
  • Portfolio Review
  • Consultation on Tax-Efficient Investing
  • Stock Option Planning
  • Expatriate Taxation and Tax-Equalization Strategies

Learn About Our Personal Financial Planning Practice And What We Can Do For Your Future

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