• Tax Services for Individuals and Families

    From immediate concerns to long-term tax planning
    EisnerAmper's experienced tax professionals can help minimize tax liabilities and defer taxes
    Gift and estate tax reduction, retirement planning, business succession planning and more

    For more information, contact our Tax Services group.

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Individual and Family

  • EisnerAmper professionals can identify and help you implement tax planning strategies to both reduce and defer your current and future tax, sometimes for many years, thereby helping you maximize available cash. Would like to investigate long-term tax planning, such as gift and estate tax reduction, retirement planning, the potential benefits of a family limited partnership, or charitable giving to a private foundation or public charity?

    Whatever your interest, tax planning should be an important facet of your total financial planning process. We have highly experienced tax professionals who can help you minimize your tax liabilities and defer taxes. Our personal and fiduciary tax practice is aggressive in protecting your interests. From immediate concerns to long-term planning, we can help you establish an individually tailored approach to tax and financial planning that takes into account the complete picture of your family's financial status and goals.

    Depending on your needs, the planning process may include such elements as:

    1. Year-end tax planning
    2. Multi-year tax projections
    3. Minimizing the impact of the alternative minimum tax
    4. Tax strategies related to your investment planning and capital gains
    5. Estate and gift tax planning 
    6. Retirement planning and distributions from qualified plans and IRAs
    7. Family-owned or closely held business succession planning
    8. Charitable giving planning
    9. State and local tax issues
    10. Education funding strategies
    11. Expatriate tax issues

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EisnerAmper is an independent member of PKF North America.
PKF North America is an independent member of PKF International.