Tax Planning Services

Lion's Share has discreetly been serving our clients, their families, and their enterprises for more than 10 years. Tax planning is integral to maximizing and managing your wealth. And key to capital management is having a financial plan that not only takes into consideration ways to reduce tax outlays in the long term, but how much you need to pay now and in the future.

Your personal wealth is complex, with detailed tax and legal considerations. Lion's Share offers specialized trust services to help take advantage of strategic tax benefits.

A good tax plan also takes into account laws that will impact your taxes. For families, especially those with children, it’s important to know how these laws may impact your financial plan. Our CPAs and tax advisors have dealt with a wide variety of tax scenarios. We are well-equipped to help you with your state and federal taxes and provide strategies to assist you with a range of tax issues that may occur – we know the tax rules so you don’t have to.

Taxes should be an integral part of your financial planning discussion. It’s not what you earn but what you keep that matters. Minimizing taxes is essential to protecting your lifestyle, longevity, and legacy. We set you on a path to keep more of your wealth and watch it grow.

Tax Planning & Preparation

  • Estate & Trust Tax Preparation
  • IRS Representation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns
  • Electronic-Filing of Tax Returns

Capabilities

We help you prepare for retirement your way, whether that means spending time traveling the world or spending time with your grandchildren.

Lion's Share is committed to helping people just like you create solutions for their retirement assets.

Lion's Share can create simple plans to protect assets from creditors to safeguarding wealth across multiple generations.

Benefits

Eliminate Financial Risk

Lion's Share capital management advisors have understanding of financial uncertainties. They have expertise in the field of taking critical financial decisions for you, should the need arise. Our advisors can help you manage your finances during the roughest market conditions, which can often lead to stress. Your advisor takes all your financial considerations in account while helping you achieve your goals.

Asset Allocation Analysis

Having an asset allocation done by a Lion's Share advisor is one of the most important factors that can help determine the rate of return on your investments. It is an investment strategy that uses the following three things to determine how much of your money should be in cash, bonds and stocks.

TSP Management

Deciding what to do with your TSP account when you leave federal employment to retire, or for any other reason, will depend on the level of control you want to have over the account. If you are looking for growth. Looking outside the TSP can provide better outcomes.

Remember money is a tool that allows people live the life they want. The creation of a financial plan will give you power over your money to live the kind of lifestyle you want. A financial plan tracks income and expenses.