An essential part of planning for retirement is tax planning. Small mistakes can lead to larger tax issues, taking a bite out of your retirement income.
The Louis Plung & Company team will develop a comprehensive plan that has the flexibility to change if your personal circumstances change. To help you achieve the retirement you’ve been working towards, we offer tax-efficient investment strategies, tax-loss harvesting, asset allocation & investment performance monitoring, charitable gifting strategies, Social Security accounts/benefits review, and strategies for reducing taxes on real estate transactions.
For many families, preserving wealth for multiple generations is a primary goal.
Our professionals help you protect your wealth for future generations by minimizing tax liabilities and leveraging gifting opportunities. We create a tailored plan to maximize wealth transfer and minimize taxes for high-net-worth individuals and their families.
Strategies to protect your family assets may include charitable trusts, revocable living trusts, annuity trusts, generation-skipping trusts, and charitable gift estates that benefit family and selected charities.
Trusts and estates are the two most common means of passing down assets, with estates creating a one-time transfer of assets after death and trusts existing potentially for generations. Both create specific tax and accounting needs.
The professionals at Louis Plung & Company work closely with trustees, executors, attorneys and other advisors to ensure assets are protected, records are accurate, and plans are tax-efficient.
Managing wealth while achieving philanthropic goals takes careful planning.
The professionals at Louis Plung & Company have the expertise to help you realize those goals. Starting with charitable gifting strategies and fiduciary guidance, we’ll work with you on entity research to find organizations that align with your charitable philosophies.
We can also establish and administer private family foundations, providing valuation services, tax preparation and filing, and record-keeping.
There are many stages in the life cycle of a business. Transitioning your business to new owners is a stage that can be both exciting and emotional.
Whether you’re transferring to family members, employees, or outside buyers, the Louis Plung team can guide you through a seamless transfer. We’ll address what’s most import to you – providing for your family, taking care of key employees, retaining enough assets to secure your retirement – and we’ll work with your team of advisors through the entire process.
Our services include business valuations, complex tax analysis, M&A advisory, and estate planning.
An essential part of planning for retirement is tax planning. Small mistakes can lead to larger tax issues, taking a bite out of your retirement income.
The Louis Plung & Company team will develop a comprehensive plan that has the flexibility to change if your personal circumstances change. To help you achieve the retirement you’ve been working towards, we offer tax-efficient investment strategies, tax-loss harvesting, asset allocation & investment performance monitoring, charitable gifting strategies, Social Security accounts/benefits review, and strategies for reducing taxes on real estate transactions.
For many families, preserving wealth for multiple generations is a primary goal.
Our professionals help you protect your wealth for future generations by minimizing tax liabilities and leveraging gifting opportunities. We create a tailored plan to maximize wealth transfer and minimize taxes for high-net-worth individuals and their families.
Strategies to protect your family assets may include charitable trusts, revocable living trusts, annuity trusts, generation-skipping trusts, and charitable gift estates that benefit family and selected charities.
Trusts and estates are the two most common means of passing down assets, with estates creating a one-time transfer of assets after death and trusts existing potentially for generations. Both create specific tax and accounting needs.
The professionals at Louis Plung & Company work closely with trustees, executors, attorneys and other advisors to ensure assets are protected, records are accurate, and plans are tax-efficient.
Managing wealth while achieving philanthropic goals takes careful planning.
The professionals at Louis Plung & Company have the expertise to help you realize those goals. Starting with charitable gifting strategies and fiduciary guidance, we’ll work with you on entity research to find organizations that align with your charitable philosophies.
We can also establish and administer private family foundations, providing valuation services, tax preparation and filing, and record-keeping.
There are many stages in the life cycle of a business. Transitioning your business to new owners is a stage that can be both exciting and emotional.
Whether you’re transferring to family members, employees, or outside buyers, the Louis Plung team can guide you through a seamless transfer. We’ll address what’s most import to you – providing for your family, taking care of key employees, retaining enough assets to secure your retirement – and we’ll work with your team of advisors through the entire process.
Our services include business valuations, complex tax analysis, M&A advisory, and estate planning.
Louis Plung, CPA
Carl Bauer, CPA
Dennis Loughran, CPA, MST
Tony Montanaro, CPA/ABV, CFE
Marc Levine, CPA, JD
“Anytime I have needed, I have always gotten a quick and thorough response from Louis Plung & Company. They provide a viable understanding to adopt to our business. We go to people like Louis Plung & Company to get assurance on our questions knowing they will provide answers specific to our need. Their professionals always go one extra step for us.”
RON BARKER, CONTROLLER-OPERATIONS MANAGER
