Tax Planning and Research

Life, laws, work circumstances and our environment are always changing. So as changes evolve, you continuously strive to reach economic freedom. Payment of the appropriate amount of income taxes is just one dimension of a good wealth management program.

It’s a full‐time job to keep track of tax changes and the interpretation of these changes. It’s all about finding reliable ways to keep you and your hard‐earned money together. We’ll create opportunities that utilize every legal channel available to keep your money working for you as profitably as possible. When new tax bills and laws come out, we’ll be one step ahead of the game, interpreting the significance of such legislation and planning your most successful course of navigation.

Kennedy and Coe tax specialists strive to help you maximize your income in the areas of estate taxes, income taxes, business entity formations, business taxes, international trade agreements, local tax issues and much more.

Common services include:

Review of limited partnership agreements
Review of trust agreements
Consulting on individual tax matters
Consulting on partnership tax matters
Consulting on corporate tax matters
Consultation and advice on audit practices and procedures
Drafting protest letters for clients under audit
Supporting and advising clients through the audit process
Tax law education

We strive to stay proactive and apply federal income tax data as an information base to assist in achieving your financial goals. Let our Wealth Management Division help you minimize the impact of income taxes so your business can continue to succeed generation after generation.

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Call 800‐303‐3241 for more information