Sonny Wiegand obtained a Master of Laws in Taxation from the University of Denver in 1977. Since then, he has been actively involved in the American Bar Association Section on Taxation and aggressively seeks out continuing legal education programs. Federal and state laws are continually changing, and it’s our obligation to keep current in the interest of our clients. We assist businesses, individuals, and estates & trusts.
Here’s how we can help:
Business Tax Planning: Structuring the form of a business to maximize after-tax benefits from two perspectives – ordinary earnings (minimize income taxes) and employee benefits (minimize employment taxes).
Business Succession Planning: Structuring a business so the owners enjoy every possible benefit, as well as minimize the tax burdens after transfer of ownership.
Personal Income Tax: On-going planning to reduce federal and state income taxes.
Investments: Planning to maximize returns while minimizing income taxes.
Individual federal and state income taxes
Preparation and electronic filing (if desired or required) of all federal and state forms, and specific forms for municipalities in states that require them (New York, Ohio, etc.)
Business federal and state income taxes
Same as above, addressing the needs of the business. Non-business (fiduciary and exempt organization federal and state income taxes) A variety of entities rely on us for assistance.