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Help with
planning your financial future . . . from the people who know your
financial present.
When you work with
Squire and Company, you get more than a formal, business relationship. You
benefit from a one-on-one relationship. It's how we get to know you, your
financial life, your dreams.
To help you move
forward to where you want to be - enjoying more of your assets while
minimizing taxes - Squire and Company's tax planning services offer you
integrated tax consultation and strategic advice. Whether you want to
structure a family property transfer, reorganize your business or defer
tax on the sale of an asset, Squire and Company's tax planning services
will help you avoid traps and proactively reduce your taxes to the
greatest extent possible.
Helping You Achieve Your Goals
The tax specialists at Squire and Company combine advanced education,
including law degrees and masters of taxation, and professional experience
to offer you alternatives and represent your interests before the
government.
We focus on income
tax planning at the business, individual and fiduciary level. But we even
go further to coordinate tax issues involving gifts, estates and trusts.
We can help you create and incorporate tax-exempt entities such as
charities and foundations, to not only avoid tax, but also to redirect tax
dollars to achieve your philanthropic goals.
Other areas
addressed by Squire and Company's tax planning services include -
- Tax preparation -
Our tax specialists prepare federal and state returns that are complete
and accurate.
- Tax law changes -
We keep you abreast of tax law changes and new tax planning
opportunities as they occur.
- Representation -
If you face an audit or have other complicated issues, we represent your
best interests before all levels of the Internal Revenue Service and
other government agencies.
- IRA and other
qualified plan assets - Whether you're in your wealth accumulation years
or are thinking about how to structure distributions, Squire and Company
offers planning to simplify your decisions and assure that your assets
meet your ongoing needs for income.
- Business
reorganizations - Restructuring your business may make sense for a
variety of reasons - some tax-driven, most with tax consequences. We'll
help you sort through this complex area.
- Like-Kind real
estate exchanges - Congress allows tax deferral on transactions
involving certain types of assets. We help you plan for these
opportunities and save money.
- Homes - We also
help you avoid negative tax consequences that can accompany the purchase
and sale of a home.
- Business
valuation services - Squire and Company valuation services are
beneficial in a variety of situations, including the sale or
reorganization of your business, acquisition of a new business, and
estate and gift planning.
Other Tax Consulting Services
Complete your tax planning needs with these services from Squire and
Company -
- Estate
Planning - Our estate planning experts will help you maximize
overall family wealth by minimizing transfer taxes while providing an
equitable distribution of assets to your heirs.
- Succession
Planning - We help ensure a smooth transition of a closely held or
family-owned business between generations, making sure that your
decisions coordinate with your retirement and estate planning goals.
Squire Investment Management
While your Squire and Company professional is assisting with your tax
planning needs, it may be an excellent time to address other financial
planning issues. Our specialists with Squire Investment Management Company
(SIMCO) can provide the help you need with our comprehensive planning
services -
- Financial
Planning - Squire and Company financial experts help you determine
your net worth and establish objectives. Then we design and implement a
long-term financial strategy that's right for your situation.
- Retirement
Planning
- We
work with you to integrate your tax and financial planning with your
long-term plans for retirement. This comprehensive approach helps assure
that you have adequate funds to maintain your lifestyle during your
retirement years.
- Asset
Management
- We provide an integrated approach to financial planning, investment
services, and management of your portfolio.
-
Employee Benefits
- We provide consulting, document, plan administration, and
accounting/recordkeeping services for all types of qualified employee
benefit plans. In addition, we can provide complete investment services,
making this truly a complete solution for your organization.
-
Insurance Services
- Through our insurance professionals at Squire and Company Financial
Services, we provide an objective analysis of your current life
insurance policies. We work with you to ensure your current programs are
up-to-date and appropriate for your needs.
Our Squire and
Company Financial Services specialists would be happy to show you how each
of these specialized services can be of particular value to you in your
own financial planning.
Let's Discuss Your Planning Needs
We would be happy to show you how our tax planning services can be of
particular value to you in your own personal financial planning. For more
information about these services, call our office. |
