Planning & Advisory

Better Decisions.  Better Results.

Tax laws are an important government tool used to reward specific activities and provide incentives for investments. Knowing how to take advantage of these opportunities and to reduce tax liability requires a commitment to continuous education and a strategic focus that considers the tax implications of all major decisions.

At Rose, Snyder & 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. 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 Planning and Advisory Services include:

  • Compensation Planning for Pass-Through Entities
  • Bookkeeping
  • Business Succession Planning
  • Tax Authority Representation
  • Cost Segregation Studies
  • Fixed Asset and Alternative Energy Studies
  • Research & Development Tax Credit Studies
  • Multi-State Tax Planning
  • State & Local Dispute Representation
  • International Tax Planning
  • Mergers & Acquisitions Tax Structuring and Planning

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

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