Gary Zweig focuses his practice on tax issues affecting families, individuals and their related businesses and real estate investments. The goal of my firm is to provide effective independent advice which achieves a positive return on our client's investment in professional advice. Our approach begins with client conferences to obtain a clear understanding of our client's interests and needs, followed by inquiry and consultation with our client's attorney or other trusted advisors and analysis of pertinent documents. During this process we keep our client's informed and as appropriate confirm our understanding of relevant information and client facts as we proceed with the development of a client specific action plan designed to achieve identified needs and objectives. Frequently this initial plan is modified as new information is obtained or client priorities change. Flexibility, communication, and collaboration with our client and their other trusted advisors is critical to a successful outcome.
We help you determine:
- Whether to convert to a Roth IRA
- The impact of new tax laws on your specific situation
- How to implement your current estate plan
- Appropriate wealth and succession planning strategies
- The effective use of Grantor Trusts
- How much money to take as current year compensation
- How much you can afford to spend on your lifestyle
- The tax benefit of contributing to your favorite charity
- The amount of money you will need to retire comfortably
- The amount to withhold from your wages for federal and state income taxes
- The required quarterly estimated tax payments based on your expected taxable income
- Affordable lifestyle decisions
- How to reduce the amount of taxes you pay
- The adequacy of your current bookkeeping practices
