Tax Planning

Many personal and business decisions have tax consequences. A knowledge of these consequences helps to give a clearer picture of the full costs and benefits of such decisions. Since Congress changes the tax code every few years, it is often necessary to review previously made decisions in light of changes in the tax code.

For instance, some of the issues where you could utilize my knowledge and expertise for tax planning include:

Buying, selling, or starting-up a business

Changing jobs or professions

Children, including adoption, child care, schooling, or special needs

Determining what assets should be in children's names

End-of-year strategies for paying taxes or other expenses

Gifts and Inheritances

Moving locations, including buying and selling a home

Paying of children's expenses such as child care, schooling, college

Planning for retirement -- different IRA options

Receiving retirement income

Setting up a recordkeeping system that works for you

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Raven Deerwater EA, PhD      P.O. Box 1786 Mendocino, CA 95460
Phone: 1-707-937-1099   Fax: 1-707-937-1075   Email: raven@taxpractitioner.com