Tax Planning & Consulting
At KatzAbosch, we provide personalized tax planning and consulting services to help businesses and their owners minimize tax liability, improve cash flow, and align tax strategies with their long-term financial objectives. Whether you’re growing a company, managing investments, or planning for retirement, our team of experienced Certified Public Accountants and consultants will help you make informed financial decisions year-round.
Business Tax Planning Services
We work with businesses of all sizes and industries to develop tax strategies that support growth, compliance, and profitability. Our services include:
- Entity selection and restructuring
- Year-round tax forecasting and modeling
- Multi-state and local tax (SALT) planning
- International tax strategy and compliance
- Tax planning for mergers, acquisitions, and exits
- Succession and retirement planning for business owners
- Sales and use tax planning
- Strategic planning sessions and tax reduction strategies
Let’s Connect
If you have questions or need assistance, please fill out the form and a KatzAbosch representative will get back to you shortly.
High-Net-Worth Tax Planning Services
We help high-net-worth individuals navigate complex tax situations with personalized strategies that support wealth preservation and life planning. KatzAbosch’s high-net-worth tax planning is not a standalone return-preparation service; it’s an ongoing planning relationship built around our clients’ full financial picture.
Our services include:
- Income tax minimization strategies
- Retirement and estate tax planning
- Charitable giving and philanthropic planning
- Investment and capital gains planning
- Education and college savings strategies
- Tax planning for major life events (marriage, divorce, inheritance)
- High-net-worth tax planning, including entity structuring for investments
- Estate and trust tax planning in collaboration with legal advisors
“When I took over the finance role 20 years ago, they set me up for success. I’ve been happy with them for a long time.”
Tax Planning & Consulting Insights
September 15 Deadline: Don’t Miss Out on Maryland’s Security Clearance Tax Credit
The Employer Security Clearance Costs (ESCC) Tax Credit is a Maryland State program designed to support businesses by…
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QCD Charitable Gift Annuity: How to Fund One from Your IRA
Summary: Traditional IRA owners age 70½ and older can use a qualified charitable distribution to fund a charitable…
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OBBBA Tax and Accounting Implications for Government Contractors
The One Big Beautiful Bill Act (OBBBA), enacted in July 2025, introduces sweeping tax and accounting reforms that…
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