Tax Planning Attorney Jupiter, Florida

As an individual, there are numerous taxes that you will pay during your lifetime. You will pay state and federal income taxes, sales taxes and, if you are fortunate enough to own real estate, property taxes. As a business owner, there are even more taxes to pay. You will even pay taxes after you die. Known as a death tax, your estate will pay the government a portion of your net worth after you die. During the calculation of your death tax, the government will assess the value of your home, the amount of money you have in the bank, the value of your retirement plan and other investments, and more. You can expect to pay up to 45% of each dollar you are worth after $35,000 of net worth. Studies have estimated that 64% of each dollar you earn will be paid to one form of government or another during your lifetime.

Our Tax Planning Services Include:

  • Income Tax Planning
  • Estate Tax Planning
  • Estate and Gift tax Return Filings
  • IRS Controversies, Audits, Representation at Appeals, Collections, Installment Agreements, Offers in Compromise
  • Tax Court Representation
  • Federal Tax Compliance
  • Representation of “non filers”

Our firm offers legal assistance to help you minimize the amount of tax your heirs will be required to pay upon your death. We do this by analyzing your financial situation from a legal and tax perspective through estate planning solutions that are designed to minimize the amount of taxes your heirs will be paying after your death. For example, many people are under the impression that their death tax can be reduced by giving away wealth and assets during their lives. However, this is simply not true. Any assets gifted during your lifetime will be added back into your death tax equation unless you have previously paid gift taxes on the gift or they meet certain criteria to be exempted.

Our firm can help you minimize your death tax through legal tax exemptions and using wealth preservation strategies that can be achieved with proper planning and execution during your lifetime. Our firm can help you set up your retirement plan and help you make savvy estate tax reduction choices that are proven to help you reduce your tax burden after death.

We offer you a number of legal strategies designed to help you reduce your tax burdens, both federally and at the state level. Schedule your appointment with our firm today and begin the estate planning process now in order to give yourself enough time to realize the maximum benefits of our proven tax reduction strategies.


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  • 480 Maplewood Dr., Suite 2 Jupiter, Florida 33458
  • (561) 746-9200
  • (561) 746-9204

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