Tax Planning & Projections

Adam R. Rosenberg & Company, CPAs helps clients project tax liability and plan financially beyond simple tax return filing. This proactive approach is the first step toward achieving financial goals. The firm assists with income tax planning, projecting personal and business tax liability, and advanced tax strategies for minimization.

Comprehensive Tax Planning Services

This company analyzes financial and investment decisions to determine tax impacts, projecting tax liability in light of changing tax codes. The firm determines if course corrections are needed to avoid unexpected tax surprises at filing time. This includes careful strategic planning to minimize tax liability while adhering to tax codes.

Retirement and Investment Planning

Adam R. Rosenberg & Company, CPAs offers a range of retirement planning options for individuals and business owners. The firm helps define goals and match them with options such as Roth IRAs, SEPs, 401(k)s, and more. This group also assists with stock option and restricted stock planning, addressing tax implications and helping with retirement and estate financial planning, Section 83(b) elections, and alternative minimum tax issues.

Real Estate and Tax-Deferred Exchanges

The firm helps investors understand the complexities of 1031 tax-deferred exchanges. Adam R. Rosenberg & Company, CPAs guides clients through the process, ensuring compliance with IRS rules and meeting deadlines for successful real estate exchange transactions. This includes determining property qualification for a 1031 exchange.

Tax Minimization Strategies

This company uses a holistic approach to align finances with short- and long-term goals. The firm helps clients minimize personal and business tax liability through careful planning, considering life events, gift giving, and retirement planning. For businesses, the group considers entity type, equipment purchases, employee benefits, and relevant credits.

Specialized Tax Minimization Techniques

Adam R. Rosenberg & Company, CPAs offers several specialized strategies. Income deferral options, such as Roth vs. Traditional IRAs, are considered along with income spreading to manage tax brackets. Tax credit planning, capital asset and investment strategies, including 1031 exchanges and capital loss harvesting, are also addressed. Year-end planning is a key element of this firm’s service.