Some people are quick to assume that tax planning is only for the wealthy, but at DuPont Law Group, we believe that everyone deserves a shot at a solid financial future. Many tools can be used to legally and ethically reduce the amount of taxes that you and your family must pay. Unfortunately, most people do not get tax planning advice and end up paying the government taxes that could have been avoided, postponed, or reduced.
With the help of a Dublin, OH tax planning lawyer, tax planning can not only save you money, but it may also help you attain your financial goals, such as retirement, college, a primary or second home, or a small business venture. Our team has successfully helped thousands of people protect their financial security and work towards their business and retirement goals through skilled and effective tax planning. Contact us today to schedule your initial consultation.
Annual Tax Planning
Our seasoned Dublin attorneys have developed highly effective tax planning strategies for both individuals and businesses by skillfully applying our knowledge of tax code. We could apply our in-depth understanding of the constantly changing tax laws to your own tax obligations. By carefully reviewing your situation, we could work with you to develop a customized plan that best suits your current and future needs. Some of the most common tax strategies that DuPont Law Group uses include:
- Searching for and using appropriate and applicable tax deductions
- Making contributions to retirement accounts that provide tax advantages
- Reviewing your tax withholding
- Reviewing your financial situation to ensure you are using all available tax credits
- Reviewing your business structure to ensure you are taking advantage of all possible tax savings
Our experienced legal team could take a proactive, individualized, and innovative approach to your financial situation to help you maximize your tax savings. We keep our clients informed throughout each stage of our investigation and planning, allowing you to contribute your opinion and make educated decisions about your future. When customizing the tax plan that works best for you, our well-versed local attorneys could consider your current financial situation, as well as your future needs and goals.
For more information about tax preparation, visit our sister company, Ohio Tax Advocates.
Retirement Planning
Our skilled Dublin lawyers could also use our tax knowledge and experience to help with your retirement planning. Our in-house financial advisors could review your current investment strategy and confirm whether it effectively contributes towards your retirement goals. We know how to develop plans that can help you accomplish your retirement goals while reducing the tax burden that you would need to pay today and in the future.
Estate Planning
Our Dublin tax attorneys could also help you with your estate planning needs. Without proper estate planning, your family may have to pay a great deal in taxes after your death. Our legal team understands how to help people transfer ownership of their property and assets while also achieving their tax goals. We could help you design an estate plan that best represents your tax and succession objectives. The following list represents some of the estate plans that we could set up for you and your family:
- Revocable and irrevocable trusts, such as generation-skipping trusts, insurance trusts, annuity trusts, and charitable trusts
- Family limited liability companies
- Family limited partnerships
Our dedicated attorneys could meet with you to discuss how best to protect your assets by setting up an estate plan that works in favor of your goals and needs.
With our years of experience, we know how to help you work towards your financial goals. We could help you protect your assets and financial dreams while minimizing your tax burdens. Reach out today to schedule an initial consultation with our team.
Reach Out to a Dublin, OH Attorney to Discuss Your Tax Planning Needs
No matter your financial circumstances, our Dublin, OH tax planning lawyers at DuPont Law Group are here to offer you the attention and service you deserve. Contact us today to schedule a consultation. For more information on the benefits of Financial Planning, visit the website for our sister company, Advocate Wealth Solutions.
Greg DuPont, JD, CFP®, is a well-respected estate attorney, financial advisor, public speaker, and published author. He centers his multiple businesses around education, guidance, and relationship-building. This comprehensive combination gives him, and his team, the opportunity to effectively serve both individuals and their families. He is a life-long resident of Central Ohio and spends the majority of his time with his wife, Julia, and daughter, Sophie.
