Tax

Minimize your tax cost and take advantage of all available opportunities.

Whether your needs are business or individual, international or local, CliftonLarsonAllen professionals can help you plan ahead, apply tax strategies, and understand applicable laws.

Learn more about our approach and experience providing tax services.

Credit Shelter Trusts Versus Portability in Estate Planning

Find out the advantages and disadvantages of portability when compared to a credit shelter trust, so you choose the most fitting estate plan for your family’s situation.

Answers to Taxing Questions About Doing Business in Canada

Before doing business in Canada it’s a good idea to consult an international tax advisor to determine your tax obligations north of the border.

Retirement, Baseball, and the Real Future of Social Security

Baseball sage Yogi Berra said, “It ain’t over till it’s over.” Same goes for Social Security, which remains financially sound and relevant to retirement planning.

Plan Ahead: Key Information for 2014 Tax Year

This helpful tool includes filing rates, deductions, exemptions, retirement plans, payroll taxes, HSAs, and more. Reference it as you prepare for and make decisions in 2014.

Tax Education Services for CPAs

Receive real-world interpretation of tax changes and practical advice on how those developments affect your clients.

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    Make informed decisions with proactive and tailored tax planning.

    Enjoy more of your assets while minimizing taxes.

    Spend your time and energy running your business, confident that you are fulfilling your state and local tax compliance requirements.

    Minimize your tax liability with solutions that match your industry and your individual situation.

    From foreign reporting issues to mitigating global effective tax rates, we can meet your international tax needs.

    Receive real-world interpretation of tax changes and practical advice on how those developments affect your clients.

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