♦ What is Income Tax Planning? ♦



Taxpayers are always seeking ways to eliminate or at least reduce their income tax burden. There are some strategies, when used in conjunction with the overall financial planning, which can accomplish these goals.

We use various strategies to save our customers significant amount of money on long term and short term income tax liability. This allows our clients to sustain a high amount of after tax wealth. If you feel that you are losing your assets and are paying too much in tax, Four Brothers Financial, LLC. Can show you how maximization of available tax deductions, exemptions and credits can help you minimize your income tax liabilities and help you keep the highest amount of after-tax capital. New Legislations are passed everyday, let us help you take advantage of them now and save you most money.

Four Brothers Financial conducts tax planning for both individuals and for small businesses and corporations .


♦ What FBF Can We Do For You ♦


Individuals

Small Businesses

Corporations











♦ Self-Employed / Individuals ♦


We conduct tax planning for individuals in many areas. We use due diligence to investigate our clients specific issue and then devise a plan that would be appropriate for our client's needs. Whether you are

  • Individuals with high tax liabilities from wages
  • Individuals undergoing divorce
  • Individuals seeking investments to reduce their tax liabilities
  • or fall under any other category, at Four Brothers Financial we love new challenges and welcome you with whatever tax complications and questions that you may have.

We can show you how to maximize your assets by:

  • Providing you with alternatives for taking distributions from retirement account
  • Providing you with Investments tax planning, for reducing tax on buying/selling of investments such as stocks, bonds, real estate, small businesses, passive activities and foreign investments
  • Showing you how to take advantage of your personal and job related expenses to reduce your tax liabilities for short term and long term periods
  • And many other Tax Planning strategies














♦ Small Businesses ♦


We Specialize in:

  • Small business with high tax liabilities seeking reduction in tax liabilities
  • Tax Planning for businesses owners undergoing divorce.
  • Prospective owners considering a buy-in in a business and considering its tax implications
  • Owners considering tax implications when selling a business/portion of a business.
  • Tax Implications with restructuring the company.
  • Tax Planning for start up businesses to ensure minimal tax liability and a higher profit.
  • Merging and acquisitions of competing small businesses.
  • Tax Planning for possible Franchising.


Any other complex tax planning scenario. We assure you that we will use utmost due diligence in helping you resolve these issues timely and accurately. This is a very cost efficient way to save thousands in income tax liabilities.















♦ Corporations ♦


We specialize in several tax implication scenarios for corporations.

  • Tax Planning for providing employees and partners with fringe benefits.
  • Tax Planning for Mergers and Acquisitions
  • Tax Planning for dissolution of a company and a company planning to file for bankruptcy./li>
  • Tax Planning for company subject to a buy-out
  • Tax Planning for a Pre-IPO company.

Tax implications in restructuring the company

Our team will use utmost care and diligence in assisting our client to meet their needs.