Your estate is your legacy, and if you’re leaving assets behind for your family, you should take precautions to protect those assets. The same applies to running a business, or just keeping yourself clear of tax trouble if you suddenly receive a sizeable inheritance. Our Bellevue, WA tax planning lawyer can help you create a plan that suits your estate. At Eastside Estate Planning, we’re ready to use our 10+ years of legal experience to walk you through the process with personalized solutions and practical strategies. Contact us today to set up a consultation and learn more about how our firm can help you achieve your goals.
Tax Planning Lawyer Bellevue, WA
Unlike a CPA, your tax attorney can help you legally reduce your tax liability, while also helping you come up with an efficient plan in case you suddenly receive a large sum of money. People oftentimes rely on CPAs for their regular tax issues (filing tax returns and your regular bookkeeping), but tax lawyers offer a little more. They’re a must-have if you’re managing a large estate or business. Plus, if you ever have issues with the IRS, your tax lawyer can handle disputes.
One of the main jobs of your tax attorney is helping you protect your estate. While estate taxes only affect estates worth a certain amount of money, they can still eat up a considerable portion of whatever you’re trying to leave behind for your loved ones. Our Bellevue tax planning lawyer helps individuals and married couples reduce estate tax liability through deductions, trusts, and more.
Whether you're starting a business or already running one, it’s important to have reliable tax counsel on your side, too. Much like managing a large estate, you have to be aware of the tax burden that’s placed on your business. Additionally, your tax lawyer can help you form a business or restructure your business if needed. You’ll learn the pros and cons of LLCs, S-Corps, and how they’ll affect your tax responsibilities.
Without a tax planning attorney, you may be on the hook for steep payments and the loss of considerable assets. Fortunately, the right legal team can make a difference. But how do you know what team to trust? It all comes down to experience…
Why Experience Matters In Tax Planning
Whether it’s protecting your legacy or building a business, you need a tax law advisor to show you your next steps. And at Eastside Estate Planning, we have the experience that makes a difference:
- We’ve spent over 10 years assisting our clients with estate planning and tax law.
- Attorney and founder Robert Franco holds an advanced law degree in taxation, and has helped clients minimize their tax payments many different situations.
- Our legal experience includes representing individuals and businesses alike.
At Eastside Estate Planning, we’re prepared to provide the tax and estate planning support you need. Get in touch with us today, and see what a Bellevue tax planning lawyer from our office can do for you.
Types Of Tax Planning Services We Provide
When you want to plan wisely for your financial future, our Bellevue, WA tax planning lawyer can guide you through strategies that support long-term stability. Since 2014, Eastside Estate Planning has been dedicated to helping individuals and families create tax-efficient plans designed to meet their goals. And since we offer free consultations, there’s no need to make a trip to our office to get started. That’s why our clients choose us: we’re accessible and deeply knowledgeable about tax laws. Below, we outline the primary types of tax planning services we offer.
Income Tax Planning
Income tax planning helps you structure earnings and deductions in a way that reduces unnecessary tax burdens. Our tax lawyers review your unique financial picture and help you make informed choices that support your annual and long-term goals.
Estate And Gift Tax Planning
This type of planning focuses on transferring wealth to loved ones while reducing taxes owed. Our tax compliance attorneys assist in developing strategies such as trusts, gifting plans, and structured transfers that preserve your assets for future generations.
Business Tax Planning
Business owners often face shifting tax requirements that affect profits and long-term growth. Our tax resolution lawyers work with business owners to structure operations, deductions, and entity decisions in a way that supports sustainable financial health.
Retirement Tax Planning
Retirement planning involves preparing for withdrawals, Social Security benefits, and required distributions in ways that limit tax burdens. Our Bellevue tax planning attorneys help clients decide how and when to draw from retirement accounts so that savings last as long as possible.
Investment Tax Planning
Investments can trigger tax obligations if not managed properly. Our IRS resolution lawyers work with individuals to develop investment strategies aligned with tax efficiency, aiming to support growth without unnecessary financial loss.
Real Estate Tax Planning
Property transactions, rental income, and capital gains can lead to unexpected tax responsibilities. We help with structuring purchases, sales, and investments so clients can reduce avoidable tax liabilities tied to real estate.
Charitable Giving Strategies
Charitable giving strategies involve creating donation plans that both support personal causes and offer tax benefits. We help clients select giving methods that align with philanthropic goals while maximizing available deductions.
High-Net-Worth Tax Planning
Individuals with significant assets often face unique tax burdens requiring structured planning. Our financial tax advisors help high-net-worth clients preserve wealth through personalized planning tools and long-term strategies designed for security.
Our team is dedicated to helping individuals, families, and business owners make informed decisions that support financial stability. Our Bellevue tax planning lawyers work closely with clients to develop strategies tailored to their personal and financial goals. Whether you want to reduce tax burdens, protect assets, or prepare for major life changes, we are here to help you chart a steady course forward. If you’re ready to strengthen your financial future, our team is here to support your next steps. Contact us today to schedule a consultation with Eastside Estate Planning and let us help you build a plan that fits your needs and long-term goals. Our experienced attorneys can help you move forward with confidence and clarity.