Tax Planning

Tax Strategy Grounded in Deep Expertise

Effective tax planning requires more than familiarity with the tax code — it demands the ability to see how income, assets, gifts, and estate structures interact over time. At Myers & Shah, our tax planning practice is led by counsel with an LL.M. in Taxation from Georgetown University Law Center and experience spanning the Big Four, federal government, and private practice.

We help individuals, families, and small business owners develop forward-looking strategies that minimize tax exposure at every stage.

What We Help With

• Gift Tax Planning and Annual Exclusion Strategies
• Estate and Inheritance Tax Minimization
• Income Tax Planning for Individuals and Families
• Business Entity Selection and Structuring (LLCs, S-Corps, partnerships)
• Charitable Giving Strategies (donor-advised funds, charitable remainder trusts)
• Generation-Skipping Transfer Tax Planning
• Coordination with Financial Advisors and CPAs
• Tax-Efficient Retirement Distribution Planning
• State and Local Tax Considerations for Multi-State Clients

How We Work

We start by understanding the full picture: your assets, income, family structure, charitable interests, and long-term goals. Tax planning rarely exists in a vacuum, which is why we integrate it closely with our estate planning and land use practices.

We also work collaboratively with your existing advisors — accountants, financial planners, and wealth managers — to ensure that legal and financial strategies are aligned.

Why It Matters

Tax laws change frequently, and strategies that worked five years ago may no longer be optimal. Our firm stays current with legislative developments and IRS guidance so you don't have to.