Tax & Tax Planning
Whether you are an individual or a business, tax planning should be an important consideration as part of a well-rounded financial plan. Our consultants stay current on the latest tax changes and will help you create a plan that will take the hassle out of tax time.
Tax Planning for Business
We take pride in providing strategies, planning and tax return preparation that result in tax savings and compliance for our clients. Our tax specialists possess expertise unique to a vast array of industries and business structures and are committed to keeping in step with the ever-changing federal, state and local tax laws.
Capaldi Reynolds & Pelosi provides tax services and opportunities to corporations, partnerships/ limited liability companies, and individuals throughout the United States, as well as consultation relating to their foreign activities. We assist our clients with resolution of tax controversies, preparation of tax returns, and state and local tax (SALT) compliance. Our focus on planning and quality tax preparation has resulted in the successful financial growth for our clients since 1935.
Tax Planning for Individuals
When was the last time you modified your tax planning strategy?
Reviewing your tax plan regularly is key to proper wealth management. Capaldi Reynolds & Pelosi will help you consider a variety of tax strategies that position you to meet financial goals and preserve wealth, no matter what the future may bring.
Our tax consultants stay up-to-date with the ever-changing federal and state tax laws, and will help you make sense of it all so that you can make informed choices about your financial future. Some options we often discuss with our clients include:
- Potential ways to reduce tax liability
- Possible ways to offset capital gains
- Implications of new tax rates and laws
- Health care considerations
- and more
There is no “one size fits all” approach to tax planning. Let us help you craft a plan that meets your needs and lays a solid foundation for your future.
Meet Our Tax & Tax Planning Experts
Joseph P. Marino, CPA
Partner
Terri L. Marakos CPA, CHBC
Co-Managing Partner
Industry Insights
The Bipartisan Budget Act of 2015: How it Changes Social Security Claiming Strategies
By Francis C. Thomas, CPA PFS The Bipartisan Budget Act of 2015 (BBA) has introduced substantial changes to Social Security law. The BBA passed the federal legislative branch on Halloween weekend 2015 without public input or debate. It became effective when the act...
Business Health Checkup: Pre-Tax Net Income – Operating Expenses
Authors: David Wagstaff and Calvin Longer Periodically we will highlight a ratio or benchmark and talk about how you can use these to better understand your business. The disclaimer: Benchmarks and ratios, blindly applied, can be dangerous. Benchmarks can be useful...
Top 10 “To-Do’s” for Non-Profits
Sometimes even the most proactive and well managed organizations need to revisit some of their tax, governance and management policies, procedures and protocols, especially if it has been a few years since they were last addressed. Here are some items that might make...
Social Security Planning
Finding the right age and correct strategy to claim Social Security retirement benefits can have a substantial impact on a retiree’s financial security. It is essential for CPA personal financial planners to educate clients about the options and run the numbers...
Maureen Wild and Christmas in July
You all met Maureen Wild earlier this year when she wrote about the Capaldi Reynolds & Pelosi Team’s support of the American Heart Association and her personal connection to that cause. This month she has made us aware of the Robert Wood Johnson campaign,...
An Introduction to Cryptocurrency
Defining cryptocurrency can be difficult. Although precise definitions vary, the Internal Revenue Service (“IRS”) defines cryptocurrency and virtual currency as a digital representation of value that functions as a medium of exchange, a unit of account and/or a store...