Tax Planning


We help our clients achieve the greatest after-tax benefits with well-thought tax planning.

At CHWM, we specialize in creating customized tax planning solutions that maximize both immediate and long-term benefits for our clients.

Working closely with accountants, and financial advisors, we ensure that each client’s needs are met with the highest level of attention and care.

Tax Planning Services

We assist our clients with a wide range of tax planning services, including:

  • Tax Advice
  • Retirement Planning
  • Estate Tax Planning
  • Tax Projections
  • Income Tax Planning
  • Gift Tax Planning

Tax Advice

At CHWM, we provide tax advice both for individuals, and businesses. We take a comprehensive approach to tax planning, preparing detailed projections that illustrate the relative tax costs of alternative approaches.

We understand that every transaction requires a careful evaluation of both tax and non-tax consequences. To ensure our clients receive the best possible outcomes, we stay up-to-date with changes in tax law, both to protect them from potential pitfalls and to help clients take advantage of opportunities in an increasingly complex tax environment.

Our experience in counseling both individuals and business entities enables us to provide tax planning services in a cost-effective manner while still ensuring that clients’ overall income, gift, and estate tax planning needs are met.

Retirement Planning

We specialize in retirement planning for individuals who participate in qualified retirement plans. We provide expert counseling on the income and estate tax aspects of distributions and plan benefits to ensure that our clients maximize their retirement benefits.

We pay special attention to individuals with 401k plans and Individual Retirement accounts (or IRAs), as the type of account can greatly impact one's tax burden before and during retirement.

The retirement tax planning process, which includes comprehensive income tax planning, is usually part of the estate planning process that we provide to our clients. We often use trusts to achieve each family's specific objectives and reduce overall tax burdens during retirement.

Making the wrong decision can result in up to a 70% loss of retirement benefits due to taxes. By formulating an appropriate strategy before retirement plan payments begin, substantial tax savings can be achieved.

CHWM experienced team of attorneys works closely with clients to develop a personalized retirement tax plan that ensures they maximize their tax savings.

Get Started with a Confidential Consultation

Request a Consultation

Looking for more information on Tax Planning?

Tax Law | Tax Compliance |

Practice Areas

IconLatest Blog

Blog Image

What Rights Do Donors Have Over Donor-Advised Funds?

A current lawsuit in California raises several questions about what rights donors retain when they donate property to a donor-advised fund....

Learn More

Do you need assistance with a legal matter?

Request A Consultation

Awards & Recognition