• Income tax planning and compliance
  
• Preparation of federal and state tax returns and management of audits by taxing authorities
  
• Representing individuals with personal income tax audits on change of residency to Florida from states with a personal income tax, such as New York
  
• Estate and gift planning, including tax minimization and distributions after death
  
• Charitable planning to maximize tax advantages, including use of private foundations and charitable remainder trusts
  
• Retirement planning to build value through tax-efficient vehicles
  
• Asset protection to preserve individual or family wealth
  
• Wealth management

For more information on personal tax planning please contact Dale B. Demyanick.