It’s Not Only What You Earn, It’s What You Get To Keep
Our experts can support you in navigating the complexities of the US tax code and probates. We provide guidance on current and prospective tax regulations to assist you through life decisions that have tax implications.
BakerAvenue’s Enrolled Agents
The Enrolled Agent license is the highest tax credential awarded by the IRS. Our experts have obtained this elite certification, and bring with them experience from the Big 4 accounting firms, law firms, and banking. They are committed to ensuring that the advice you receive is timely and tailored to your circumstances.
Your Goal(s) | Charitable Remainder Trust (CRT) | Active Tax-Loss Harvesting | Roth Conversions | Post-Tax Retirement Accounts: 401(k)s & IRAs | Qualifying Opportunity Zones (QOZ) & 1031 Exchanges | HSA & 529 Accounts | Donor Advised Fund (DAF) |
---|---|---|---|---|---|---|---|
Reduce income taxes | ✓ | ✓ | ✓ | ✓ | |||
Reduce capital gains taxes | ✓ | ✓ | ✓ | ✓ | |||
Grow assets tax-deferred | ✓ | ✓ | |||||
Grow assets tax-free | ✓ | ✓ | ✓ | ||||
Receive income for life, hedged inflation | ✓ | ||||||
Help your heirs avoid income tax | ✓ | ✓ | |||||
Reduce estate taxes | ✓ | ✓ |
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