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Tax Planning and Reporting

Lisa_Steel_loFew issues that our clients face are without tax consequences. Whether it is:

  • Legacy planning for family and charity
  • Starting an annual giving program for children and grandchildren
  • Selling a business
  • Deciding when and how to take capital gains
  • Structuring an executive compensation package
  • Sorting through retirement options

All of these, and more, have profound tax implications. Sound planning can spell the difference between a positive outcome and an ill-advised choice. Private clients, business enterprises and nonprofit organizations rely on Hemenway & Barnes for trusted advice on a host of tax choices and how best to make an informed, tax-advantaged decision from among the many options available.

Tax Reporting

Filing tax returns and staying current with the ever-changing opportunities and responsibilities takes a team of sound, knowledgeable advisors. Clients depend on our firm's in-house tax professionals who are well-versed in return preparation including income tax returns, estate or gift filings, or meeting your obligations for personal employees. Additionally, our state-of-the art systems facilitate regulatory compliance and identification of tax savings.

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