Skip to main content

Proper tax planning is a crucial aspect of financial management for businesses and individuals. It not only helps in saving time and money but also helps in maximizing the benefits of the constantly changing federal and state tax laws. This requires regular communication with a tax expert who can guide individuals and businesses on the appropriate steps to take to lower their taxes and put more money in their pocket.

Year-Round Tax Planning Services

Many clients only meet with their Certified Public Accountants (CPAs) during tax time, where the main focus is on completing and filing their income tax returns. This leaves little room for clients to ask questions about the benefits of long-term tax planning or other important financial planning concerns.

Fortunately, The Law Offices of Lawrence Israeloff, PLLC offer year-round tax planning services. Our tax attorneys are available to advise clients on income tax law changes and tax planning strategies in a broad range of financial areas. We take the time to thoroughly review our clients’ financial situations, help them understand their options, and make the best decisions to minimize their taxes. Clients are encouraged to discuss their important financial issues with us whenever they arise.

Our Tax Planning and Tax Return Preparation Services

We offer a range of tax planning and tax return preparation services to our clients. These include:

  • Federal, state and local personal income taxation
  • Federal, state and local business taxation
  • Trust planning and taxation
  • Gift planning and taxation
  • Estate planning and taxation
  • Personal financial planning
  • Transactional tax consulting and research
  • Quarterly estimated tax payment calculations
  • Future tax projections

Additional Legal Services

In addition to tax planning and tax return preparation services, we also offer the following legal services to our clients:

  • Trust and estate administration
  • Business entity formation
  • Partnership agreements
  • Limited Liability Company operating agreements
  • Stockholder agreements
  • Buy-sell agreements
  • Purchase and sale agreements

Contact Us

If you need assistance with tax planning or any of the legal services we offer, do not hesitate to contact us. We are committed to providing our clients with the best possible service and advice to help them achieve their financial goals.

Tax Planning Insights

A spacious, modern apartment with large floor-to-ceiling windows offering a panoramic view of the Manhattan skyline and the Hudson River on a clear day.Business Tax PlanningPersonal Tax PlanningUnderstanding FIRPTA: Navigating the Tax Rules for Non-U.S. Real Estate Investors
October 10, 2024

Understanding FIRPTA: Navigating the Tax Rules for Non-U.S. Real Estate Investors

If you’re a foreign investor or a U.S. buyer involved in the sale of real estate properties in the U.S., particularly in high-demand areas like Manhattan, you’ve likely encountered FIRPTA—the…
Businessman working on a tablet with sunlight streaming through a window in a modern office setting.Business Tax PlanningWhat Every Small Business Needs to Know About the Corporate Transparency Act
July 11, 2024

What Every Small Business Needs to Know About the Corporate Transparency Act

The Corporate Transparency Act (CTA) went into effect on January 1, 2024, impacting millions of small businesses across the United States. Designed to combat illicit activities such as tax fraud,…
An elderly Asian woman with grey hair smiling warmly while sitting in a wheelchair, indoors by a window with sunlight streaming through, and a blue room number sign in the background.Personal Tax PlanningWills & Estate PlanningNavigating Tax and Medicaid Law Changes in 2024: Strategies for Protecting Your Estate and Ensuring Care
March 15, 2024

Navigating Tax and Medicaid Law Changes in 2024: Strategies for Protecting Your Estate and Ensuring Care

As we transition into the spring of 2024, significant changes to tax and Medicaid laws are on the horizon, affecting estate planning and long-term care strategies. At The Law Offices…