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M.H.Garelick Business Management
Money
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Tax Options

Because virtually every wealth-planning decision you make has tax implications, strategic tax planning can make a big difference in your final financial affairs.

At M.H.Garelick Business Management we go beyond your 1040 return to analyze both current and projected income as well as your plans to transfer wealth. Then we recommend such smart tax tactics as timing income and deductions, obtaining tax-exempt income, using tax-advantaged investments, obtaining capital gains in lieu of ordinary income and using gifts and trusts.

 


Our forward-looking, what-if approach can help you grow and preserve assets; defer income; and reduce taxes on your income, estate, gifts, investments and retirement distributions.