Individual Tax Planning

Ohio Individual Tax Planning Lawyers

The key to effective individual tax planning is an advisor’s collective knowledge, attentiveness and responsiveness to current tax codes and regulations combined with the advisor’s ability to implement strategies tailored to individual clients.

As such, The Robison Law Firm’s first goal is to understand our client’s overall and long-term objectives. Next, we implement unique and sophisticated tax strategies designed to maximize the efficiency of our clients’ tax position as we help them achieve their overall and long-term objectives. When it comes to individual tax planning, our attorneys will defend our clients’ tax position in the face of any IRS dispute.

Whether you are a business owner with concerns about income tax deductions or an individual who wants to put together a tailor-made retirement plan, you can rely on our tax attorneys for comprehensive tax planning services.

Our firm represents individual tax planning clients directly. We also work with and along side other lawyers and accountants to represent their clients in individual income tax planning matters, which may fall outside of the professional's area of core expertise.

The Robison Law Firm assists in numerous areas of individual tax planning, including:

• Capital gain planning
• Converting ordinary income to capital gains
• Maximizing low-taxed assets
• Use of guaranteed payments
• Utilizing business losses
• Tax accounting methods that reduce income tax liabilities
• Change of tax accounting methods
• Single member LLCs
• Tax strategies in divorce and the family business
• Executive compensation issues
• Deferred compensation planning
• Non-qualified deferred compensation plans
• Real estate ownership tax issues, from acquisition to disposition
• Tax deferral strategies, including installment sales
• Retirement planning
• Tax planning with IRAS and Roth IRAS
• Debt workouts and foreclosures

For more information about individual tax planning, contact us at our Cincinnati office.