Questions for our Tax Team?
Tom
DensonJen
FlinchumCarl
Loden Robert Tobey
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Personal Taxation
Keiter Stephens' personal tax services go beyond tax compliance and preparation.
Benefit from tax management strategies that position
you to leverage savings opportunities appropriate under the law while
maximizing and protecting your net worth.
Our tax professionals are committed to giving you and
your family the attention you deserve. We facilitate tax-planning dialogue all throughout
the year.
Comprehensive tax and financial planning reaches
far beyond this year and next.
Depending on your stage in life—beginning your career, accumulating wealth, or planning for retirement—we are here to help.
Assessing the soundness of various investment alternatives,
exploring asset allocation strategies, and considering other financial
planning tools are jobs best tackled with a Certified Financial Planner
(CFP) or Personal Financial Specialist (PFS) at your side.
Because we are serious about looking after your financial
best interests, we have both CFPs and PFSs on our team to supplement the
already strong knowledge of our highly experienced tax planning professionals.
When independence is needed regarding investments and
securities, we refer you to credible investment advisors who seek
to meet your needs, not sell you the trendiest product. We have longstanding
relationships with caring professionals who hold your best interests in
the same high regard as we do.
At Keiter Stephens, our culture is about empowering
you to make decisions to more quickly propel you toward your goals.
How can we help you?
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Success Stories
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| Keiter Stephens routinely identifies
tax credit deals that can save our clients on both the federal and
state levels. During 2005, we assisted clients with the purchase
of approximately $4,700,000 in Virginia Land Preservation Tax Credits
resulting in total tax savings of approximately $1,175,000.
As a result
of Hurricane Katrina legislation, we assisted a client in planning
for increased charitable giving. The planning resulted in tax savings
of approximately $300,000.
In the process
of preparing an individual income tax return, one of our tax professionals
noted that a dividend from a privately-held US company was not properly
classified as a "qualified dividend." We established that
the Form 1099 was in error and the dividend should have been classified
as qualified. The resulting tax savings to our client
was approximately $5,000 on a $25,000 dividend. Other shareholders
of that company also benefited from our discovery with the issuance
of corrected 1099 forms. |
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