Individual Tax Planning

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Individual Tax Planning

All taxpayers have opportunities to minimize their taxes. Our attorneys understand and keep abreast of changes in tax laws and are eager to counsel clients on strategies to minimize taxes. Implementing sound tax-saving strategies is paramount to any tax practice. Our attorneys provide planning strategies for all situations, including:

  • Income tax forecasts
  • Reducing income tax liabilities through the choice of accounting methods
  • Capital gain planning
  • Tax deferral strategies, including installment sales
  • Real estate purchases and dispositions
  • Acquisitions of businesses
  • Business investments
  • Divorce
  • Family business tax planning
  • Executive compensation
  • Retirement planning

Contact us by email or call 513-488-1135 to arrange an initial consultation with attorney Steven R. Wolterman.

From our office in Loveland, we provide legal counsel for individuals and business clients in communities throughout the greater Cincinnati area and Southwest Ohio. Our offices are open for consultations from 9:00 a.m. to 5:30 p.m. on weekdays. Evening and weekend appointments may be available by special arrangement. Our attorneys will often make appointments to meet at client locations.

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