{"id":712,"date":"2022-09-28T20:30:46","date_gmt":"2022-09-28T20:30:46","guid":{"rendered":"https:\/\/suntaxconsulting.com\/?post_type=project&#038;p=712"},"modified":"2024-11-26T11:34:36","modified_gmt":"2024-11-26T15:34:36","slug":"tax-planning","status":"publish","type":"project","link":"https:\/\/suntaxconsulting.com\/ru\/services\/tax-planning\/","title":{"rendered":"\u041d\u0430\u043b\u043e\u0433\u043e\u0432\u043e\u0435 \u043f\u043b\u0430\u043d\u0438\u0440\u043e\u0432\u0430\u043d\u0438\u0435"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#eff2f7&#8243; custom_padding=&#8221;10px||||false|false&#8221; custom_padding_tablet=&#8221;10px||0px||false|false&#8221; custom_padding_phone=&#8221;30px||10px||false|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/suntaxconsulting.com\/wp-content\/uploads\/2022\/08\/Rectangle-433-1-e1662637949499.png&#8221; custom_padding=&#8221;60px||60px||true|false&#8221; custom_padding_tablet=&#8221;|30px||30px|false|true&#8221; custom_padding_phone=&#8221;30px|20px|30px|20px|true|true&#8221; border_radii=&#8221;on|10px|10px|10px|10px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Roboto Slab|300|||||||&#8221; text_text_color=&#8221;#FFFFFF&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;2em&#8221; header_2_font=&#8221;Roboto Slab||||||||&#8221; header_2_text_align=&#8221;center&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; header_2_font_size=&#8221;22px&#8221; header_2_line_height=&#8221;1.5em&#8221; text_orientation=&#8221;center&#8221; width=&#8221;80%&#8221; width_tablet=&#8221;100%&#8221; width_phone=&#8221;100%&#8221; width_last_edited=&#8221;on|phone&#8221; module_alignment=&#8221;center&#8221; custom_padding=&#8221;||||true|true&#8221; custom_padding_tablet=&#8221;||||false|true&#8221; custom_padding_phone=&#8221;||||false|true&#8221; custom_padding_last_edited=&#8221;off|phone&#8221; text_font_size_tablet=&#8221;16px&#8221; text_font_size_phone=&#8221;14px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; header_2_font_size_tablet=&#8221;24px&#8221; header_2_font_size_phone=&#8221;18px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; module_alignment_tablet=&#8221;center&#8221; module_alignment_phone=&#8221;center&#8221; module_alignment_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>\u201cAnyone may so arrange his affairs that his taxes shall be as low as possible<br \/>\nhe is not bound to choose that pattern which will best pay the Treasury,<br \/>\nthere is not even a patriotic duty to increase one&#8217;s taxes.\u201d<\/h2>\n<p>&#8211; Judge Learned Hand<br \/>\non Tax Avoidance in Helvering v. Gregory<br \/>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row custom_padding_last_edited=&#8221;on|phone&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;0px||10px||false|false&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/suntaxconsulting.com\/wp-content\/uploads\/2022\/08\/Vector-2-1.png&#8221; title_text=&#8221;Vector (2)&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;40px&#8221; width_tablet=&#8221;35px&#8221; width_phone=&#8221;30px&#8221; width_last_edited=&#8221;on|phone&#8221; height_tablet=&#8221;40px&#8221; height_phone=&#8221;40px&#8221; height_last_edited=&#8221;off|desktop&#8221; custom_margin=&#8221;30px||20px||false|false&#8221; custom_margin_tablet=&#8221;10px||10px||false|false&#8221; custom_margin_phone=&#8221;30px||10px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; link_font=&#8221;|700|||||||&#8221; link_text_color=&#8221;#FFA400&#8243; header_2_font=&#8221;Roboto Slab||||||||&#8221; header_2_text_color=&#8221;#27292c&#8221; header_2_font_size=&#8221;18px&#8221; header_2_line_height=&#8221;1.7em&#8221; header_2_font_size_tablet=&#8221;18px&#8221; header_2_font_size_phone=&#8221;16px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Why do I need tax planning? This is the common question we often hear from our clients.<br \/>\n<strong>Well, if you want to minimize your tax burden or earn a larger refund at the end of the year, it\u2019s a good idea to consider <a href=\"\/schedule-appointment\/\">booking a tax planning session with us.<\/a><\/strong><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; background_enable_image=&#8221;off&#8221; background_size=&#8221;custom&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; custom_padding_tablet=&#8221;||||true|false&#8221; custom_padding_phone=&#8221;||||true|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;4&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.20.4&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#FFFFFF&#8221; width=&#8221;100%&#8221; max_width=&#8221;100%&#8221; custom_padding=&#8221;0px||0px||true|false&#8221; custom_padding_tablet=&#8221;||30px||false|false&#8221; custom_padding_phone=&#8221;||30px||false|false&#8221; custom_css_main_element=&#8221;display: flex;||align-items: center;&#8221; global_colors_info=&#8221;{}&#8221; custom_css_main_element_last_edited=&#8221;on|tablet&#8221; custom_css_main_element_tablet=&#8221;display:block;&#8221; custom_css_main_element_phone=&#8221;display:block;&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.20.4&#8243; _module_preset=&#8221;default&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;8%|9%||9%|false|true&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/suntaxconsulting.com\/wp-content\/uploads\/2022\/08\/Tax-Planning-scaled.jpeg&#8221; title_text=&#8221;wealth management concept, business man and team analyzing finan&#8221; force_fullwidth=&#8221;on&#8221; module_class=&#8221;pic&#8221; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; width_tablet=&#8221;&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|tablet&#8221; height_tablet=&#8221;836px&#8221; height_phone=&#8221;836px&#8221; height_last_edited=&#8221;off|desktop&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; alt=&#8221;Tax planning&#8221; sticky_enabled=&#8221;0&#8243;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;|10%|||false|false&#8221; custom_padding_tablet=&#8221;|9%||9%|false|true&#8221; custom_padding_phone=&#8221;|9%||9%|false|true&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Roboto Slab||||||||&#8221; header_2_text_align=&#8221;justify&#8221; header_2_text_color=&#8221;#27292C&#8221; header_2_font_size=&#8221;18px&#8221; header_2_line_height=&#8221;1.3em&#8221; custom_margin=&#8221;||10px||false|false&#8221; header_2_font_size_tablet=&#8221;18px&#8221; header_2_font_size_phone=&#8221;16px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Tax planning is performed in 4 stages<\/h2>\n<p>[\/et_pb_text][et_pb_divider color=&#8221;#ffa400&#8243; divider_weight=&#8221;4px&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; width=&#8221;50px&#8221; width_tablet=&#8221;40px&#8221; width_phone=&#8221;30px&#8221; width_last_edited=&#8221;on|phone&#8221; custom_margin=&#8221;||0px||false|false&#8221; custom_margin_tablet=&#8221;||0px||false|false&#8221; custom_margin_phone=&#8221;||0px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_divider][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Roboto Slab||||||||&#8221; text_text_color=&#8221;#27292c&#8221; text_font_size=&#8221;16px&#8221; text_line_height=&#8221;1.5em&#8221; text_orientation=&#8221;justified&#8221; custom_margin_tablet=&#8221;||20px||false|false&#8221; custom_margin_phone=&#8221;||15px||false|false&#8221; custom_margin_last_edited=&#8221;on|tablet&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]1. We perform a comprehensive analysis of your financial situation. This involves analyzing your prior years returns and tax planning questionaries as well as interviewing clients to understand their financial goals (in-person or remotely)<\/p>\n<p>2. We prepare unique tax strategies specifically designed for your personal case. There are usually 2-3 strategies to choose from<\/p>\n<p>3. We present selected tax strategies to our client and discuss all the details, pros and cons of each option. This stage involved visual presentation and can be organized in our office or online<\/p>\n<p>4. After the client made his\/her choice, we help him\/her implement chosen tax strategy by providing practical tips and monitor implementation by scheduling mid-year review session.<br \/>\n[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; custom_padding_last_edited=&#8221;on|tablet&#8221; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;#eff2f7&#8243; custom_padding_tablet=&#8221;10px||0px||false|false&#8221; custom_padding_phone=&#8221;10px||0px||false|false&#8221; da_disable_devices=&#8221;off|off|off&#8221; global_colors_info=&#8221;{}&#8221; da_is_popup=&#8221;off&#8221; da_exit_intent=&#8221;off&#8221; da_has_close=&#8221;on&#8221; da_alt_close=&#8221;off&#8221; da_dark_close=&#8221;off&#8221; da_not_modal=&#8221;on&#8221; da_is_singular=&#8221;off&#8221; da_with_loader=&#8221;off&#8221; da_has_shadow=&#8221;on&#8221;][et_pb_row column_structure=&#8221;2_5,3_5&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;2_5&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; background_image=&#8221;https:\/\/suntaxconsulting.com\/wp-content\/uploads\/2022\/08\/Group-31.png&#8221; background_size=&#8221;custom&#8221; background_image_width=&#8221;40px&#8221; background_position=&#8221;top_left&#8221; background_horizontal_offset=&#8221;0%&#8221; background_vertical_offset=&#8221;7%&#8221; custom_padding=&#8221;|||70px|false|false&#8221; background_last_edited=&#8221;on|phone&#8221; background_image_width_phone=&#8221;30px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; header_2_font=&#8221;Roboto Slab|700|||||||&#8221; header_2_font_size=&#8221;18px&#8221; header_2_line_height=&#8221;1.5em&#8221; width_tablet=&#8221;&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; module_alignment=&#8221;center&#8221; custom_margin=&#8221;||||false|false&#8221; custom_padding=&#8221;0px||||false|false&#8221; header_2_font_size_tablet=&#8221;18px&#8221; header_2_font_size_phone=&#8221;16px&#8221; header_2_font_size_last_edited=&#8221;on|phone&#8221; header_2_line_height_tablet=&#8221;1.3em&#8221; header_2_line_height_phone=&#8221;1.3em&#8221; header_2_line_height_last_edited=&#8221;on|phone&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>We are here to continuously support our clients in accomplishing their business and personal goals<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;3_5&#8243; _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Roboto Slab||||||||&#8221; text_text_color=&#8221;#002d74&#8243; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.5em&#8221; link_text_color=&#8221;#FFA400&#8243; custom_margin_tablet=&#8221;||15px||false|false&#8221; custom_margin_phone=&#8221;||15px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; text_font_size_tablet=&#8221;18px&#8221; text_font_size_phone=&#8221;16px&#8221; text_font_size_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;]If you are still not sure whether tax planning is right thing for you to consider, make us a <a href=\"\/contact-us\/\">call or send us an e-mail\u00a0<\/a><br \/>\n[\/et_pb_text][et_pb_text _builder_version=&#8221;4.18.0&#8243; _module_preset=&#8221;default&#8221; text_font=&#8221;Roboto Slab||||||||&#8221; text_text_color=&#8221;#27292C&#8221; text_font_size=&#8221;18px&#8221; text_line_height=&#8221;1.5em&#8221; custom_margin_tablet=&#8221;||15px||false|false&#8221; custom_margin_phone=&#8221;||15px||false|false&#8221; custom_margin_last_edited=&#8221;on|phone&#8221; text_font_size_tablet=&#8221;18px&#8221; text_font_size_phone=&#8221;16px&#8221; text_font_size_last_edited=&#8221;on|tablet&#8221; 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