Tax Planning & Tax Consulting

An ongoing commitment to service.

Regardless of the client we are working with, Henry & Peters begins every tax planning engagement by seeking to determine their goals and needs for the particular project and its impact on future needs.

We provide tax planning and consulting for a variety of entities, including consulting on the type of entity and corporate structure that will be most effective for your business, whether new or existing.

Our plans include income and tax projections to help ensure we meet the plan’s goals and maximize our client’s revenue.

Our extensive network also allows us to connect clients with other professionals who can carry out the legal and financial aspects of the particular transaction.

We know that tax planning situations often involve complex language and references that leave people feeling under-informed. At Henry & Peters, we seek to relate planning ideas to your unique situation, using easily understood terms and clear and precise language.

While we use complicated techniques to achieve results, we ensure you understand your plan and feel informed and empowered throughout its execution.

Estate Planning

The transfer and preservation of wealth from generation to generation requires individualized attention and a customized plan.

Henry & Peters helps you protect your estate using a variety of strategies, including

• Lifetime gifts and inheritances
• Trusts for asset protection
• Investment management
• Business succession planning
• Multi-generational planning
• Life insurance planning
• And more

Business Planning

Whether you are launching, purchasing, acquiring, or selling a business, we assist you by providing a business plan that meets your goals.

Using techniques like tax-free reorganizations and like-kind exchange agreements, we help you make decisions that will minimize taxes and maximize the income you can retain for growth and distribution.

General Income Tax Planning

Individual tax planning demands a personal approach. The professionals in our tax department focus on getting to know the needs of the individuals they work with to craft plans that will maximize after-tax income and profits for clients and their families.

Retirement Planning

Retirement tax planning is highly personal and should be tailored to the individual’s goals and current situation.

We help clients build sustainable retirement plans that incorporate

• Individual Retirement Accounts (IRAs)
• Simplified employer pensions (SEP)
• SIMPLE IRAs
• Pensions
• Profit-sharing plans
• 401(k)s
• Defined benefit plans
• Cash balance plans
• And more

Whatever the structure, we work with you to craft a plan that increases the amount you can save to provide security during retirement.

Mergers & Acquisitions

Transactions around the purchase or sale of a business can have many potential tax and revenue implications.

Henry & Peters helps you develop the most appropriate structure for mergers and acquisitions, minimizing the tax liability and maximizing the value of the transaction for buyers and sellers.

Charitable Planning

Charitable giving is a noble act, but it comes with some complexities.

We help our clients set up giving plans with private foundations, community foundations, endowment funds, and other tax-advantaged giving programs to maximize benefits to the non-profit entity and the donor.

Trusts & Estates

Clients interested in protecting the wealth they’ve acquired over a lifetime will find an adept partner in Henry & Peters.

Without proper planning, up to 40% or more of an estate can be lost to transfer taxes. We structure our clients’ estates with trusts, gifts, family partnerships, and other entities that can protect their wealth for future generations.

Divorce & Support Issues

Henry & Peters helps plan for the financial and tax consequences caused by divorce or separation.

We provide foresight to help clients approach the division of marital property, such as real estate and other financial assets, and how to account for these changes in current and future tax years.

Tax Authority Representation

Working with different taxing authorities can be stressful and confusing. It requires precise attention to detail and a significant time commitment. Often, it’s hard to know what you’re supposed to do.

Henry & Peters represents clients with federal and state taxing authorities, whether in an audit or handling correspondence and other inquiries.