Income taxes can play a significant role in your ability to retain and grow your personal wealth. We can help you navigate through tax issues and recent tax law changes and develop personalized tax strategies to strengthen your financial plan.
| Income Tax | Your life changes will affect your tax situation- your tax bracket may go up or down, or you may see unexpected gains or losses on your current investments. As CPA’s, we can help you understand important tax planning questions and issues. |
| Estate Tax Planning | By reviewing your current estate plan, we can help make sure you have the right plan in place for you and your family’s needs. |
Tax-Advantage Investing |
Depending on your individual income tax situation we can offer various tax-advantage investments such as tax-exempt bonds, real estate limited partnerships, equipment leasing programs and natural gas limited partnerships. |
| Charitable Planning | Every year you may make gifts to universities, churches, hospitals, fraternal organizations and charitable foundations. The best way to show commitment to your goals is to leverage some giving by using charitable giving strategies. |
| Trust Services | We can assist in setting up trust accounts and will work directly with attorneys to ensure that it is set up with your desired provisions. |
To learn more about how The Prosperity Consulting Group, LLC can assist you in the tax planning process, email us at info@prosperityconsult.com or call 410-363-7211.
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Overview |
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Investment Planning |
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Tax Planning |
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Income Protection & Asset Preservation |
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Retirement Planning |
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Business Planning |
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Estate Planning |
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Debt Management |
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Insurance Planning |
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Education Planning |
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