Favorable Tax Strategies & Tax-Optimized Plans
Tax Planning, Preparation and Compliance
Virtually every aspect of our business and personal lives has its own unique tax implication, which is why our professional tax services are not confined to the preparation of basic tax returns. Our approach examines and evaluates your tax situation year-round and provides ongoing guidance - not just at "tax time." Every entity has unique factors that affect their taxes and staying connected on a regular basis assures the most equitable and favorable tax treatment provided by law.
By working with you 365 days a year, we better understand the ebbs and flows of your business and develop tax strategies and tax-optimized plans that give you the best results.
Business owners often find it challenging to keep up with ever-changing government regulations and frankly, would rather focus on running their companies than the latest tax laws. Our proactive nature means that we stay ahead of regulatory compliance so you don't have to. We keep you informed of changes that may impact your operations and help you adjust your tax plan if necessary.
However, should you encounter any compliance issues that require advanced support, we are by your side when dealing with the Internal Revenue Service, state, or local taxing authorities.
While we are based in New Jersey, many of our clients currently operate internationally or are considering expansion overseas. Through our in-house expertise and our affiliation with BKR International, we support businesses around the globe.
Corporate Tax Services
Trust And Estate Planning
Designing your estate plan and defining your legacy is one of the most difficult and emotional components of your wealth management plan. Successfully planning the transfer of your wealth is critical to fulfilling the promises you have made in your life. Like everything else we do, our goal is to minimize income and estate taxes and help maximize the financial opportunities you provide to your heirs and chosen beneficiaries.
Personal Tax Services
For many owners, your company tax strategy and personal tax planning go hand-in-hand. We don't stop at analyzing your business's tax situation but also work closely with owners and executives on their own tax preparation. In fact, many of our clients are family-owned entities and we prepare tax returns and create strategies for several generations of family members.
Latest Tax Blog Posts
Upcoming Tax, Trust & Estate Planning Events
Join us for a virtual webinars for Attorneys
Thursday, December 10, 2020
Glenn Schwier CPA, JD will host a virtual webinar for attorneys entitled, “Post-Election Tax Planning for the Biden Tax Plan.”
This webinar is designed to discuss tax strategies and law changes as result of the Presidential election that impact attorneys. Topics for discussion include:
• What tax planning is needed before the end of the year as a result of the election?
• What would a President-Elect Biden tax plan look like?
• Who is impacted by President-Elect Biden’s tax plan?
• Corporate tax changes under a President-Elect Biden tax plan?
• Should you realize capital gains before change in administrations?
• Will state and local income tax (SALT) deductions return?
• Should client’s gift before end of 2020? Changes in estate taxes under a Biden Tax Plan.
• What is first time home buyer and caregiver credit?
• How would Social Security payroll taxes change under a Biden Plan?
This program has been submitted to the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of CLE credit.
Glenn Schwier is a Partner in the Nisivoccia Tax Group. Glenn practices in the areas of personal tax matters, businesses, international taxes, estates, trusts, partnerships, corporations, LLCs, U.S. operations of foreign entities and expatriates. Glenn is a New Jersey Certified Public Accountant as well as a member of the New York and New Jersey State Bar.