You are now leaving the Belfint Lyons Shuman website. Neither Belfint Lyons Shuman nor PrimeGlobal are responsible for the content of the site you are visiting.

header_Engage_final.jpg

Tax Planning

“When we talk about value, we talk about how we not only minimize the tax burden, but also maximize profit to the individuals in the business. That’s value.”

 – Donna L. McClintock, CPA, Director

Our year-round approach to tax planning can help you anticipate the tax consequences of various financial decisions, so you can make educated choices. Have you come to a fork in the road and aren’t sure which direction to take? Ask us – we provide you with information and resources throughout the year, along with continuous alignment of key tax-saving strategies with your long-term business and individual financial goals.

Our Tax Planning Services Include

 

Business Tax Planning
  • Year-round tax planning for your business and owners
  • Cash flow evaluations and development of income shifting strategies
  • Choice of  entity reviews for new and existing businesses
  • Consultations with businesses on tax-related matters
  • Health care reform consulting services
  • Multi-state taxation analyses, local nexus and other state tax issues
  • Business valuations and net asset calculations for buy/sell agreements
  • Succession planning
  • Federal and state tax credits
  • Purchase vs. lease option analyses
  • Unrelated business income tax (UBIT) consultation
Individual Tax Planning
  • Year-round tax planning and quarterly estimated payment analysis
  • Estate and trust advisory services
  • Health care reform consulting services
  • Retirement planning
  • Social Security planning and analysis
  • Planning updates for tax legislation changes

 

Contact Our Tax Planning Professionals

Looking for assistance in tax planning? For additional information on our tax planning services, please contact Donna McClintock, CPA at 302.225.0600 or click here to email Donna.  In a brief consultation she can assess your situation and determine the best way to proceed.

  • CONTACT DONNA

     

    For additional details please contact Donna. She looks forward to hearing from you.

     

    SUBMIT REQUEST >>

  • SUBSCRIBE

    Receive insight from BLS through our newsletters and blogs.

  • BELFINT PLAN AUDIT BLOG

    • Fixing Common Plan Mistakes – Failure to Obtain Spousal Consent

      Posted by Maria T. Hurd, CPA The Rule When plans have a Qualified Joint and Survivor Annuity default form of benefit, or when a plan offers life annuity options, spousal consent must be obtained for any distribution or loan out of the plan, except when the plan provides for involuntary cash-outs for balances amounting to [...]

  • BELFINT NONPROFIT BLOG

    • Back to School with Charity Navigator

      School has officially started across the country, and it looks like students won’t be the only ones who will be graded out of 100 points this year. Charity Navigator, a nonprofit organization that evaluates charities in the United States and compares them to charities with similar causes, recently changed their rating system from a 70-point scale to a 100-point scale.

  • MATTER OF TAX BLOG

    • License Renewal Reminder!

      The Delaware Division of Revenue (DOR) is reminding businesses that Delaware business licenses expire at the end of December and must be renewed by December 31, 2014 .The DOR notes that it is easiest to renew licenses online at www.delaware.gov, as it allows taxpayers to print a temporary license directly from their computer which substitutes as a valid license until a permanent license is received in the mail.

Accounting | Audit | Advisors | Consultants | CPAs - Belfint Lyons Shuman is a Certified Public Accounting Firm serving companies across Delaware including Wilmington, Dover (DE) and Pennsylvania including Philadelphia and West Chester (PA). BLS focuses on serving the needs of construction companies, employee benefit plan audits, law firms, medical practices and nonprofit organizations. We also assist international companies with international tax, FBAR compliance and regulatory services.

© 2014 by Belfint Lyons & Shuman, P.A. All rights reserved.