Smithfield Trust : Relationships for Life
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Services

Tax Planning

 

* Assist with the preparation of federal and state income tax returns for individuals, trusts, * corporations, partnerships, LLCs, and foundations

* Recommend and develop effective tax strategies in order to assist with the
* obtainment of individual and family tax planning goals

* Provide consultation with respect to various tax issues, including:
* -charitable gifting strategies
* -tax efficient utilization of capital gains and losses
* -impact of Alternative Minimum Tax
* -development of stock option strategies
* -projection of estimated tax liabilities
* -IRA and other retirement plans

* Provide information pertaining to changes in the tax laws on a timely basis