Personal Tax Planning & Strategies

There exists a fine line that integrates the construction business owner’s professional and personal life. Our tax strategies, tax planning, and tax compliance services are designed to minimize taxes across both arenas. Lanter, Leonard & Levy provides our clients effective tax strategies to enhance the primary financial tactics of wealth building, capital preservation, and estate distribution.

As full service CPAs and business advisors, we integrate federal taxation within an overall financial planning framework. Our methodology is designed to specifically locate, analyze, and solve your financial concerns while determining the appropriate tax strategies to meet your goals. Because you are concerned with building and safeguarding estate that will benefit you and your heirs, you need to implement effective personal tax plans and strategies.

Because of the complexity of the tax, business planning, and financial issues that you face we deliver a wide range of personal financial and wealth management services including:

Beneficiary Designation Planning
College Planning
Estate, Gift & Trust Planning
Income Tax Planning
Investment Planning & Asset Allocation
IRA Distribution Tax Planning
Retirement Planning
Succession Planning

Call us today to explore the ways in which we can save you money on your taxes.

The best strategies for business and personal growth and success are specific to your business and personal situation. Your plan must be tailored to fit your unique circumstances. Contact Lanter, Leonardo & Levy for a no obligation consultation on building and preserving the company and wealth you have worked so hard to achieve.

Call Alex Leonardo or Rick Captain today at 561-998-7770

  • Smart Quotes

    Many of life's failures are people who did not realize how close they were to success when they gave up.
  • Blog Posts

  • flcpa Logo