Federal and state tax laws are ever-changing, which makes it important to work with an advisor who has the experience and knowledge to keep up with new tax developments that may impact your overall financial, estate and business planning.
SageTrust™ Law Group takes a holistic approach in advising clients from both the legal and tax perspective, including:
- Income, estate, gift and generation-skipping transfer (GST) tax planning
- Year-end tax planning
- Deferred compensation and retirement distribution planning
- Pre-sale/liquidity planning for business owners
- Tax preparation and compliance (through our affiliate, LG Booker PLLC)
- Resolution of tax controversy matters with the Internal Revenue Service and state and local tax authorities