Baltimore Tax | Baltimore Investment Options & Benefit Planning

Gross Mendelsohn - Accountants and Management Advisors

36 South Charles Street | 18th Floor
Baltimore, MD 21201
Tel 410.685.5512 | 800.899.4623 | Fax 410.752.5042

Tax

David Goldner, tax partner at Gross Mendelsohn, presented
"Tax-savvy Investment Strategies" at the American Association of Individual Investors' (AAII) meeting on January 17, 2009. His presentation offered tips for investing in a poor economy and forming a coordinated approach to tax, investment and personal financial planning. Missed the presentation? Click here for more information.

Gross Mendelsohn's tax specialists take a proactive approach to tax exposure reduction. In addition to the usual preparation and compliance issues, Gross Mendelsohn's tax specialists can identify viable tactics and create a targeted plan covering areas such as:

Best type of legal entity for the company
Accounting method to utilize
Benefits planning
Investment options
Charitable giving
Income deferral
Asset shifting and protection
Buy-sell agreements
Earnings accumulation
Income tax brackets
Cost segregation studies
Estate planning and administration

We prepare short-term and long-term projections of various tax strategies for many of our clients, and conduct internal reviews of client tax returns to identify audit risks and planning opportunities.

Click here to learn more about our tax services for businesses.

Click here to learn more about our tax and personal financial services.