At Paragon we take a proactive stance in our tax department. That is, we consider the big picture with regard to tax savings. Basic compliance with our ever-changing tax code is, of course, crucial, but we go well beyond such compliance by integrating your tax planning with the rest of your finances.
Because we work together as a team of tax planners, financial planners and estate planners, we are well-equipped to factor in the tax impact and tax advantages offered by various investment and estate planning strategies. For example, we can advise you in the creation of vehicles such as Grantor Retained Annuity Trusts, which allow tax-minimized transfer of wealth between generations and of Qualified Personal Residence Trusts, which allow older clients to minimize the taxes on the transfer of their homes to heirs while continuing to reside in these homes. Further, the knowledge and experience embodied in our tax team make it possible and cost-effective for you to access investment vehicles, such as Master Limited Partnerships, that you might otherwise overlook, due to their perceived tax complexity.
Headed by CPAs with extensive experience in the tax field, our compliance group works efficiently to prepare returns for Individuals, Partnerships, Trusts, Gifting, Foundations and S-Corporations. We review your tax liability on a quarterly basis, adjusting your quarterly Net Worth for taxes owed and arranging the filing of Federal, State and Local estimated tax payments. Whenever necessary, we are happy to act as an intermediary between you and any governmental taxing agencies.
Contact our team of advisors at paragon@paragonadvisors.net.
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