Tax Planning

We provide tax-planning services and solutions to individuals and businesses to help avoid potential problems, reduce tax burdens and maximize wealth. Touchstone will work with your other trusted advisors to develop cost-effective tax plans and strategies to adapt to the evolving nature of your business as it grows and changes over time. Tax planning strategies may enable businesses to access eligible deductions and benefits, defer the paying of taxes to a later date, or pay taxes at a lower marginal tax rate. The Touchstone team has ample experience in implementing these common forms of tax and succession planning :

⦁ Corporate Reorganization Planning and Implementation
⦁ Corporate restructuring such as 85 rollovers and 86 estate freezes
⦁ Income equalization strategies
⦁ Employee Stock Option Plans
⦁ Corporate purification for capital gains exemption qualification