Simply stated, tax planning is important for any business. Tax planning is the process of structuring one’s business and personal transactions to reduce, eliminate or defer taxes to the extent possible.

However, tax planning is not the process of searching for and finding “loopholes.” Instead successful and professional tax planning centers on utilizing the numerous tax code provisions that permit and encourage the reduction of taxes.

Evergreen Financial has considerable tax planning experience, and we want to put that experience and knowhow to work for you. Prudent tax planning offers the opportunity to evaluate a potential transaction for its tax implications prior to the consummation of the transaction.