Personal Income Tax

Maximizing Your Value; Minimizing Your Taxes

High net-worth individuals require sophisticated tax planning. We will help you implement creative solutions that maximize your wealth.

Staying abreast of the numerous changes being made to the Internal Revenue Code can be a daunting task for many taxpayers. In the last year, there have been more than 15 tax law changes for individuals. We constantly monitor these changes and incorporate them in our recommendations to you.

If you are an owner of a closely held business, we understand that your business objectives and personal financial interests are often interrelated. We will gain a full understanding of your business and personal circumstances and will then develop a comprehensive plan to blend and meet the objectives of each.

The aim of our personal taxation and financial analysis specialists is to minimize your tax liabilities while helping you develop a plan that will allow you to attain long-term financial security. We offer a broad range of services tailored to your evolving life needs. These services include:

• Preparation of tax projections
• Portfolio analysis
• Estate planning
• Investment planning
• Education planning
• Risk management

We have access to advanced technology and research, which allows us to apply the latest tax strategies, saving you tax dollars.

SC&H Group provides additional tax services including:

Business Income Tax ∙ Corporate Tax Services ∙ State & Local Tax ∙ Cost Segregation ∙ Estate & Trust Services ∙ Transaction Advisory & Strategic Planning

For more information about our Personal Income Tax practice, email PersonalIncomeTax@SCandH.com or call (410) 403-1500 | (800) 832-3008.