Lombard Tax Planning

Lombard tax planning is an essential part of your financial plan. Without it, you or your business may face higher tax liability than necessary. With Jones, Savarese, Harrington & Company, Lombard businesses and individuals pay the lowest amount of taxes allowable by law. Our CPAs and tax accounting team continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

By exploring a variety of different tax-related considerations, we help you keep more of your hard-earned income. Many of our Lombard clients save with reduced tax liability through careful planning and legitimate tax strategies created by our tax accounting firm.

Lombard Tax Saving Strategies will help you:

  • Grow and preserve Lombard assets by keeping Uncle Sam out of your pockets

  • Defer Lombard income so you can keep your money now and pay less tax later

  • Reduce Lombard taxes on your income so you keep more of what you make

  • Reduce taxes on your Lombard estate so your family keeps more of what you’ve made

  • Reduce Lombard taxes on your gifts so you can give more

  • Reduce taxes on your Lombard investments so you can grow your wealth faster

  • Reduce taxes on your retirement distributions so you can retire in true Lombard style

Here’s just a few of the Lombard Tax Saving Strategies we use:

  • Splitting Lombard income among several family members or legal entities in order to get more of the income taxed in a lower bracket

  • Shifting Lombard income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate

  • Deferring Lombard tax liabilities through certain investment choices such as pension plans, contributions, and other similar plans

  • Using certain Lombard investments to produce income that is tax exempt from either federal or state, or both, taxing entities

  • Finding Lombard tax deductions by structuring your money to pay for things you enjoy, such as a vacation home.

Lombard Tax Planning Experts

Jones, Savarese, Harrington accountants make it a priority to enhance our mastery of the current tax law, complex tax code, and new tax regulations by attending frequent tax seminars.

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