Thoughtful tax planning can produce meaningful savings. Whether the tax in question is an income, transfer or sales and use tax, William Steele & Associates has the experience, education and resources to help you structure your business or transaction in a manner that minimizes taxes.
Our partners and staff spend approximately 40% of their time each year advising business owners and high-net-worth individuals on methods of minimizing taxes. We have substantial experience advising business owners on the most tax-efficient methods of buying and selling their businesses, structuring and conducting business operations and avoiding tax uncertainties.
We help our high-net-worth clients with estate and income tax planning as well as retirement planning.
We advise clients on numerous tax planning matters, including:
- Accounting methods and periods
- Choice of entity
- Employee benefits and pensions
- Estate and gift tax planning
- Multi-state operations
- State and local taxes
- Tax deferral techniques
For more information, call (603) 622-8881 or Contact Us.
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