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Tax Preparation & Planning

PBLM Services

PBLM Tax professionals gather a great deal of knowledge about our clients, developing a comprehensive picture of their tax situation. We provide extensive, proactive, year-round tax planning allowing us to maximize efficiencies and minimize taxes for our clients.

We provide a wide range of tax services for individuals, businesses and fiduciaries, including but not limited to the following:

  • Year-end tax planning
  • Multi-year tax projections
  • Entity formation planning
  • Living trust formation and planning
  • Pension plan consulting
  • Evaluating the impact of tax law changes
  • Minimizing the impact of the alternative minimum tax
  • Tax strategies related to your investment planning and capital gains
  • Estate and gift tax planning
  • Allocation of assets to trusts in an estate context
  • Retirement planning and distributions from qualified plans and IRA’s
  • Family-owned or closely held business succession planning
  • Charitable giving planning
  • Education funding strategies
  • International tax issues
  • Tax aspects of marital dissolutions
  • Research and development tax credits
  • Tax credit planning
  • Selling and buying businesses
  • Selling and buying real estate
  • Analysis of tax attributes and carryovers
  • Amended returns for tax refunds of loss carrybacks