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Tax Planning

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The great commonality among Tait Weller's commercial clients and non-profit organizations, in areas of unrelated business income, is the desire to minimize their tax burden at all levels. Equally important is their ability to make informed business decisions about potential tax implications. Tait Weller believes that proactive planning maximizes tax efficiencies, and is able to offer planning services such as:

  • Acquisition planning/recognition of unrelated business
  • Compensation planning
  • Estate and gift planning
  • Fringe benefit planning
  • Allocation of costs.


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