Forensic Accountant | Retirement Planning
Gary Kaplan offers comprehensive IRS and Utah tax planning. We look at your specific situation and provide guidance on how to pay the least amount of tax. Traditional life events such as marriage, having a family, funding higher education, and counting on a secure retirement will have an impact on your IRS and Utah tax planning. Sometimes there can also be unexpected events like receiving a large sum of money, divorce, bankruptcy or litigation. The best defense is to be prepared. Many of our clients reduce their tax liability through careful planning and legitimate tax strategies.
We have many business clients who rely on our IRS & Utah tax planning services as an essential component of their company. Gary Kaplan can help you choose the right entity, forecast business income, analyze life insurance, evaluate lease vs. buy decisions, design compensation structure and look at which retirement plan makes the most sense for your situation. We balance tax advantageous strategies with your objectives and business capital needs.
IRS and Utah tax planning will become even more important in the coming years. The current low capital gains tax rates, high estate exclusion and low rates for estate taxes are scheduled to expire at the end of 2012. We will likely see significant tax legislation in the near future. Any shifts in tax policy will require expertise you can trust. Gary Kaplan makes a tremendous investment in staying up-to-date on all tax law changes, and what adjustments you may need to make on your comprehensive tax planning for the IRS and Utah. Our clients value the knowledge, personal attention and performance that Gary offers; he can do the same for you.
We provide a FREE initial consultation to every client. Give us a call at 1 (866) 643-3560 or fill out our FREE consultation form. We will contact you within 24 hours.
