Tax Planning - delivering sound, principled and creative financial strategies

Meehan & Associates has earned a highly-regarded reputation for delivering sound, principled and creative financial strategies for individuals and families of means.

The income and assets of high-net-worth individuals not only afford great opportunity, but may also expose them to significant financial risks. We have significant experience in the development of effective tax planning strategies that maximize the ability to retain and distribute assets while minimizing tax liabilities.

We work collaboratively with our clients to fully understand their unique circumstances and goals, in order to help them achieve their short and long-term objectives. We provide customized solutions:

• Income Tax Planning - Work closely with you throughout the year to provide tax planning which is integrated with your overall wealth management strategy and enables us to efficiently prepare all of your estate, trust, partnership and personal tax returns.

• Estate and Retirement Planning – Select tax advantaged retirement options, plan your retirement and reduce estate taxes for future generations.

• Executor Services - Recommend that you name an Executor for your estate to insure that the provisions of your will are carried out. You may find it difficult to choose a family member and prefer an independent professional with the technical expertise to manage the estate. We can serve in this capacity as a personal representative who will be both competent and sympathetic to your family's special situation.

• Investment Analysis - Compile and compare the results of money managers against agreed upon benchmarks and maintain schedules of gains, losses & wash sales to facilitate tax planning.  We provide independent advice because we do not sell products or accept commissions.  Our goal is to help you achieve your financial goals.
• Charitable Giving - Identify charitable giving strategies, such as foundations and trusts, which provide estate tax savings.

• Insurance Planning - Identify the need for life insurance and evaluate strategies designed to manage risk, provide peace of mind and integrate with your overall wealth management plan.
• Inheritance Planning - We help your children cope with the responsibilities of their inheritance.
• Financial Planning - Our financial planning focuses on protecting your financial independence, structure family legacy according to your wishes and direct capital to reflect your values.  We help you set personal goals, estimate your net worth, preserve and build wealth, ensure adequate retirement income, minimize estate and other tax liabilities, and maximize trust, gifting and planned giving benefits.