Personal Income Tax

Minimize Personal Tax Liabilities and Maximize After-Tax Cash Flow

Tax laws are complex and continually changing. To guide clients’ on their personal journey toward financial freedom as tax laws change, SC&H Group develops complete and flexible plans designed to meet our clients’ ongoing needs. Our team constantly monitors changes and reviews personal financial situations over time to help minimize tax liabilities and maximize after-tax cash flow.

SC&H Group offers services for tax planning and compliance for individuals, estates, and trusts including:

  • Wealth management and portfolio review
  • Consultation on tax-efficient investing
  • Stock option planning
  • Gifting strategies
  • Charitable planning with donor-advised funds; charitable foundations
  • Estate planning and administration