Tax Planning

With our collective backgrounds, we can plan for a variety of scenarios, including determining your quarterly estimated payments, exercising stock options, or planning for retirement. The experts at Huntington Tax Partners LLC will find the most tax advantaged scenario for you.  This may include, but is not limited to:

  • Income projections
  • Stock options
  • Retirement planning
  • IRA transactions
  • Charitable giving
  • Estate planning and gift tax
  • Timing of income or large expenses before year end
  • Utilizing capital loss carryovers
  • Prepaying state taxes