Areas of Practice

  • Estates Not Subject to Federal Estate Tax
    • Basic Estate Planning Package (Simple Will, Power of Attorney and Advance Health Care Directive/Living Will).
    • Complex Wills.
    • Revocable and Irrevocable Trusts.
    • Special Needs Trusts.
    • Medicaid Planning.
    • Documents to fit the Client’s Unique Situation.
  • Estates Subjectfederal Estate Tax
    • Asset Review.
    • Estate Plan to Minimize or Eliminate Federal Estate Tax.
    • Tax Saving Transfers.
    • Formula Unified Credit/Marital Trust Wills.
    • Family Limited Partnerships.
    • Qualified Personal Residence Trusts.
    • Charitable Trusts (Lead Trusts and Remainder Trusts).
  • Estate Lawyer in Philadelphia
    • Preparation of All Probate Documents.
    • Preparation of All Transfer and Fiduciary Income Tax Returns.
    • Collection of Assets and Payment of Obligations.
    • Maintain Records.
    • Recommend Tax Savings Strategies.
    • Preparation of Accounting and Closing Documents.
    • Prepare Federal and State Fiduciary Income Tax Returns.
  • Philadelphia Estate Attorney
    • Will Contest Before the Register of Wills and Orphans’ Court.
    • Objection to Accountings.
    • Surcharge Issues.
    • Defense of Fiduciaries.

Philadelphia tax planning

Have you ended up paying thousands or hundreds of thousands of dollars in taxes? Your estate may be causing you to pay more in taxes than you should be paying. We offer Philadelphia tax planning services that will save you money and reduce your tax burden by as much as 25% or more.

Depending upon your situation, our Philadelphia tax planning services will allow you to organize your business or personal taxes. Each client we have has their own tax planning strategy that is specific for them instead of a recycled plan from previous clients. If you are a business owner, you have several tax dedications available to you because businesses are favored by the government as they help to stimulate the economy and provide jobs for hundreds of people. If you are a sole proprietorship, you feel the sting of tax obligations more than anyone else. Your income is part of your individual taxes, causing you to be taxed at the full 15% or higher. Individuals are not rewarded with the same tax breaks as businesses, which can cause you to suffer from back payments to the IRS.

Our Philadelphia tax planning services will help you locate the tax deductions that you have been missing so you can reduce your tax burden. We can also help you establish a financial plan so you can easily meet your quarterly tax payments and reduce your yearly tax bill. Take a look at what you have been paying in taxes so far. Like most people, the biggest tax break you have is your home mortgage. If you are renting your home, you are not granted this same privilege but you can deduct some home expenses if you are using your home for business.

Part of our Philadelphia tax planning strategies will include taking a look at your financial status right now. Since you can deduct your mortgage, its easy to get in over your head in debt and purchase a home you cannot afford. We will help you see where your money is going and why you may be paying too much money in taxes than you actually owe.

Contact Us

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1420 Walnut Street, Suite 1012
Philadelphia, PA 19102

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