The voluminous text encompassing Federal and State income tax laws that effects individuals has grown exponentially since the first income tax was established nearly 75 years ago. The future promises change and challenge for individuals seeking to take advantage of tax savings opportunities while complying with required tax filing requirements.
Langdon & Company’s Raleigh tax planning professionals are expertly positioned to handle all individual tax planning and compliance needs. Our tax consulting team includes both CPA and Attorney representatives with backgrounds in “Big 4” and regional accounting firms along with Langdon & Company LLP career professionals whom have prospered under Langdon & Company’s work experience and firm-based training initiatives. This abundance of experience and education provides our clients with access to vast tax expertise but efficient fees.
Our clients include high net worth individuals and executives in professional and commercial service businesses, retail sales, real estate construction and speculation, bio-technology, and healthcare.
We personally meet with our clients offering tax advice on topics such as:
- Wage and Compensation Planning
- Alternative Minimum Tax
- Passive Activity Loss Rules
- Sole Proprietorships
- Foreign Earned Income Exclusions
- IRA Conversion and Distributions
- Capital Gain Transactions & Loss Harvesting
- Income Deferral Strategies
- Like/Kind Exchanges
- Timber and Farming Activities
- Stock Option Planning
- Tax Credit Opportunities
Our high-net worth clients include small business owners, investors, trust-fund beneficiaries and retired executives, each of whom while sharing success in common have their own specialized financial planning needs. At our firm, each financial planner provides advice on how to establish appropriate financial planning objectives and ongoing consultation in the pursuit of these objectives in the short and long-term. We offer a variety of financial planning services and assist our clients with Asset Protection plans designed to preserve current wealth while leveraging into income and transfer tax saving strategies. In conjunction with our external network of trusted professionals, some of the most common elements of complex financial planning we help our clients navigate include:
- Retirement Planning
- Evaluating Life Insurance Needs
- Marriage/Prenuptial and Divorce Financial Planning
- Asset Refinancing
- Intervivos and Testamentary Asset Transfer Planning
- Estate Planning with Wills & Trusts
- Post-Mortem Planning
- Trust Administration
- Outsource Accounting and Record-keeping
Estate & Gift Transfer Planning
One of the most complex areas of taxation in the United States relates to Estate and Gift Taxes. The relevant Federal and State tax laws in this area continue to be in flux, which lends uncertainty to an already complicated subject area. Our professionals help our clients navigate the legal and estate tax planning intricacies to ensure heirs are provided for while full advantage of all available tax benefits is also achieved.
As a Raleigh CPA firm, our gift transfer planning professionals will coordinate with your external legal representative who prepares the applicable legal documents. If you do not have a legal representative, we can provide you legal referrals from our trusted professional network. We will review existing documents with a critical eye to whether your stated planning objectives are being met. Depending on the comprehensiveness of the plan elements, we can also provide assistance with executing charitable transfers, trust compliance, fiduciary management; we’ll also offer external referrals as needed for Certified Appraisers, Investment Brokers, and Bank/Trust Wealth Managers from our professional network.
This “team approach” is essential to ensuring your needs are properly identified, addressed and most importantly, clearly understood by you and at your discretion, your heirs.