Planning & Advisory

Tax laws are often overly complex, confusing and filled with compliance challenges. But tax laws are also an important government tool used to reward specific activities and provide incentives for investments. Local, state and federal tax laws are filled with opportunities for taxpayers to reduce their tax liability. Taking advantage of these opportunities requires a commitment to continuous education and a strategic focus that considers the tax implications of all major decisions.

At Rose, Snyder and Jacobs, our Tax Planning and Advisory team works diligently to proactively identify tax minimization opportunities for our clients. We evaluate available credits, abatements, deductions, deferments, depreciation opportunities and many other tax planning tools for every client on a continuous basis. New opportunities can arise from change in laws or changes in the activities of a taxpayer. Understanding the law and focusing on the activities and plans of our clients allows our Tax Advisory team to effectively match the right incentives with the right taxpayers.

We understand that every financial decision a business or individual makes has an effect on tax liability. That’s why we ensure that our clients understand the tax implications of decisions before they make them.  This ensures that they remain compliant, while finding the right opportunities for tax minimization.

Our Tax Consulting Services include:

  • Retirement Planning
  • Estate & Gift Tax Planning
  • Succession Planning
  • Retirement Planning

  • Compensation Planning for Pass-Through Entities
  • Business Succession Planning
  • Tax Authority Representation

  • Family Succession and Legacy Planning
  • Intergenerational Wealth Transfers
  • Philanthropic Planning and Family Foundations
  • Family Office Planning and Implementation
  • Family Governance


  • Cost Segregations Studies
  • Fixed Asset and Alternative Energy Studies
  • Research & Development Tax Credit Studies
  • IRS Dispute Representation

  • Multi-State Tax Planning
  • State & Local Dispute Representation
  • International Tax Planning
  • Mergers & Acquisitions Tax Structuring and Planning