Tax Planning

Identifying Tax-Saving Opportunities

From securing your first job, to growing a family and buying a home, to changing careers and eventually retiring – tax laws are complex and ever-changing. It can be very difficult to navigate this area of your financial life, but as CPAs, SC&H can help manage the issues you face and work to maximize your after-tax cash flow.

We constantly monitor changes and review your personal financial situation over time to help minimize tax liabilities. Our goal is to build a long-term relationship with you and your family, and to help navigate the ebbs and flows of your financial life.

SC&H offers the following services to create tax-savings opportunities for you:

  • Tax planning and compliance for individuals, estates, and trusts
  • Gifting strategies
  • Charitable planning with donor-advised funds, charitable foundations
  • Portfolio review
  • Consultation on tax-efficient investing
  • Stock option planning
  • Expatriate taxation and tax-equalization strategies