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Individual Income Tax
Individual Tax or Strategic Tax Planning and Preparation
We at Filomeno & Company understand that strategically planning for the most beneficial tax outcome is essential to the growth of your wealth.
With continuously changing tax codes you need an advisor that understands the changes and their impact to maximize the opportunities to minimize your taxes.
To achieve this goal, we review and advise on the following:
- Deferred compensation
- Multistate tax
- Employee stock plans (qualified, non-qualified & restricted)
- Retirement plan distributions
- Alternative minimum tax traps and opportunities
- Losses from passive activities
- Character and timing of capital gain/loss transactions
- Tax benefits of investment opportunities
- Philanthropic planning
- Accurate and timely filed returns including opportunities to minimize your taxes.
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