Strategic tax planning is the proactive analysis of your financial situation to identify legal opportunities to minimize tax liability. Unlike tax preparation (which looks backward), tax planning looks forward to help you make informed decisions throughout the year.
With over two decades of experience, Josh Katz CPA has helped hundreds of clients navigate complex tax situations, reduce their tax burden, and achieve their financial goals through proactive planning and expert guidance.
Certified Public Accountant with advanced credentials and continuing education in tax law and financial planning.
Certified Public Accountant with advanced credentials and continuing education in tax law and financial planning.
Deferring bonuses to lower-income years
→ Review prior year tax return for planning opportunities
→ Maximize retirement contributions (IRA deadline: April 15)
→ Estimate quarterly tax payments for current year
→ Review entity structure and consider changes
→ Review prior year tax return for planning opportunities
→ Maximize retirement contributions (IRA deadline: April 15)
→ Estimate quarterly tax payments for current year
→ Review entity structure and consider changes
Tax planning goes far beyond simple tax preparation. It’s a year-round process that involves analyzing your financial situation, understanding tax law changes, and implementing strategies to legally minimize your tax liability while supporting your overall financial goals.
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Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took Lorem Ipsum is simply dummy text of the printing and typesetting industry.
Tax planning goes far beyond simple tax preparation. It’s a year-round process that involves analyzing your financial situation, understanding tax law changes, and implementing strategies to legally minimize your tax liability while supporting your overall financial goals.
Legitimately employ children or other family members to shift income to lower tax brackets and fund their retirement accounts.
Solution: Implement quarterly tax planning reviews with your CPA to make strategic adjustments as opportunities arise.
Here are the most effective tax strategies we implement for our clients, along with real-world examples of how they work in practice.
Pass-through entities (S-Corps, LLCs, partnerships) can deduct up to 20% of qualified business income, significantly reducing taxable income.
Example:
A consultant earning $200,000 through an S-Corp could potentially deduct $40,000 (20% of QBI), saving approximately $15,000 in federal taxes. Requirements and limitations apply based on income level and business type.
These mistakes are completely avoidable with proper planning and professional guidance. The cost of working with an experienced CPA is typically far less than the cost of these common errors. Schedule a consultation to identify any tax-saving opportunities you might be missing.
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