Income Tax Projections
Estimating future income and projecting tax liabilities based on current and anticipated financial activities.
Estimating future income and projecting tax liabilities based on current and anticipated financial activities.
Developing strategies to optimize the timing and structure of income, expenses, and deductions for maximum tax efficiency.
Identifying and analyzing available tax credits that can reduce a taxpayer’s overall tax liability.
Evaluating and recommending the most tax-efficient business structure, considering factors like pass-through taxation or corporate taxation.
Developing strategies for managing capital gains and losses to minimize tax implications.
Providing guidance on the tax consequences of buying, selling, or leasing real estate.
Advising on the tax implications of major life events, including but not limited to:
Our tax projection and planning services also encompass cash flow forecasting, preparing you for potential ups and downs in your fiscal future.
At KMD, our CPAs have an in-depth understanding of federal, state, and local tax regulations and requirements. Tax law continuously changes, and we help individuals and businesses adapt accordingly.
Conducting a thorough examination of federal, state, and local tax obligations to ensure full compliance.
Formulating and implementing strategic tax plans considering the nuances of federal, state, and local tax regulations.
Assisting in designing and implementing tax-efficient structures for businesses operating in multiple jurisdictions across the tri-state area.
Conducting a thorough examination of tax implications and obligations related to business transactions.
Formulating and implementing strategic tax plans to optimize outcomes resulting from business dealings.
Conducting comprehensive tax due diligence before business transactions to identify potential risks and opportunities.
Collaborating with necessary parties to facilitate post-transaction tax compliance and reporting.
Assisting in negotiations and structuring deals with a focus on minimizing tax implications.
Assessing and advising on financing alternatives with consideration for their tax implications.
Developing strategies to minimize estate taxes upon the transfer of assets to heirs, including taking advantage of legal exemptions and deductions.
Advising on tax-efficient strategies for trusts, considering income tax implications and distribution planning.
Assisting in planning and structuring gifts to minimize gift tax liabilities, potentially utilizing annual exclusions and lifetime exemptions.
Advising on strategies to minimize taxes when transferring assets to grandchildren or future generations.
Structuring charitable giving within estates and trusts to maximize deductions while helping you achieve your philanthropic goals.
Providing expertise in valuing estate assets, which largely factors into determining estate tax liabilities.
Collaborating with legal professionals to ensure that tax strategies align with your goals.