Tax Planning

Products & Services: Portfolio Management | Tax Planning | Real Estate Solutions | Investment Advisory | Financial Planning | 401k Rollovers

Take control of your finances and future

You want to preserve your wealth, minimize your tax burden, and ensure your future is financially sound. KAC Financial Services can help through strategic tax planning that works in concert with the rest of your financial blueprint.We work in conjunction with your CPA and estate attorney to provide the most comprehensive tax planning possible.

KAC tax planning services include:

  • Determining the character and timing of capital gain/loss transactions
  • Reviewing the alternative minimum tax
  • Creating qualified and nonqualified deferred compensation plans
  • Reviewing allowable deductions from passive activities
  • Reviewing allowable deductions from activities to which the "at risk" rules may apply
  • Reviewing the benefits of the lower tax rates on qualified dividend income
  • Reviewing interest expense deductions through "interest tracing" techniques
  • Philanthropic planning involving private foundations
  • Reviewing foreign tax credits

Once a strategic tax plan is in place, we review it regularly to ensure it is on track and in sync with the rest of your financial picture.

A holistic approach

Related services we offer include:

  • Business financial planning
  • Management succession
  • Ownership transition planning
  • Personal financial planning
  • Estate planning and compliance
  • Family office
  • Investment management and consulting
  • Insurance management and consulting