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Tax Planning

is critical to successfully using available tax incentives to reduce your tax liability and preserve cash flow. We draw on our years of experience to successfully recommend and implement tax saving strategies that pay immediate and future dividends. We plan with management throughout the year as opportunities arise rather than after the year ends when it could be too late.

tax planning


Compliance for closely-held & family businesses in many industries is a moving target. The constant changes in federal, state and local tax law presents a constant challenge for many businesses. Gold Gerstein Group relies on our years of experience and constant focus on education to help our customers meet the challenge.

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