The tax law changes every year and today's tax environment keeps getting more complex. Add state and local tax compliance requirements, and it's a full time job to keep abreast of the daily changes that can affect us all. That's why Dugan & Lopatka employs only the brightest and experienced professionals -- including former Big Four tax experts, former IRS agents and people with advanced tax degrees -- people who like to take an active approach to identifying and implementing tax planning strategies to save you money ... because that's the bottom line. Let us show you the difference we can make with your taxes.

Over Taxed Client

Our client was a successful executive of a very profitable company. She had significant net worth and was in the 40% tax bracket. We approached her regarding various ways to save taxes today.

Our Answer

Utilizing gifting and family trusts, we successfully shifted income to her children who were in a lower tax bracket. As a result, she saved over $25,000 in income taxes in the first year alone. Additionally, this planning technique offers her substantial ongoing income tax savings and future estate tax savings.

"To decrease the amont of what otherwise would be his taxes, or altogether avoid them, by means which the law permits, cannot be doubted."

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Last modified: February 13, 2003