Individuals

The experienced team of accountants at Lauterbach, Borschow & Co. use a whole picture approach to identify and develop planning strategies that help reduce and defer taxes today and for years to come.

We believe that tax planning is a year-round process. Our team takes the time to understand your situation and concerns so we can develop a tailored plan for each client. 

Our tax planning services for individuals and families include:

• Current year income tax planning and compliance
• Multi-year tax planning and projections
• State and local tax issues
• Development of strategies to minimize the impact of the alternative minimum tax (AMT)
• Estate and gift tax planning
• Expatriate and cross-border tax issues
• Family-owned or closely held business succession planning
• Charitable giving planning
  
  

Additionally, through Lauterbach Financial Advisors, we are able to assist you with:

• Planning strategies related to reducing the tax impact of your investment portfolio (for example, issues related to concentrated positions, managing capital gains and dividend income and asset location strategies).
• Retirement income planning and distributions from retirement plans and IRA’s.
• Education funding strategies.