Strategic Tax Planning in Las Vegas
Proactive Tax Strategies for Individuals, Businesses, and Estates.
Reduce your tax liability, stay compliant, and maximize wealth through personalized, year-round tax planning led by a
dual-licensed CPA and attorney in Las Vegas, Nevada.
What Is Tax Planning and Why It Matters
Tax planning is a proactive process to legally minimize taxes before filing season. It involves reviewing your income, investments, and deductions throughout the year to make strategic decisions that reduce what you owe. Unlike tax preparation, which reacts to the past, tax planning looks forward to optimize your financial future.
Who Benefits from Tax Planning
Business owners & entrepreneurs
High-income individuals
Real estate investors
Trusts and estates
Nonprofits & tax-exempt organizations
Our Tax Planning Services Include:
Year-round tax strategy sessions
Business entity selection and restructuring
Real estate tax strategies (1031 exchanges, cost segregation)
Retirement tax planning (Roth conversions, SEP IRAs)
Estate and gift tax minimization
Multi-state tax strategies
Capital gains and exit strategy planning
Why Work With CPA Attorney for Tax Planning?
As both a CPA and an attorney, we offer a unique perspective that combines legal insight with tax code expertise. Located in Las Vegas, we help clients across Nevada and beyond create custom strategies that align with their financial goals while minimizing tax burdens.
Our Tax Planning Services
We serve a wide range of clients, each with unique tax needs. Our comprehensive tax planning services include
Individuals (Form 1040)
Optimize Your Personal Tax Strategy
We evaluate income sources, deductions, retirement contributions, and timing strategies to reduce your annual tax liability and improve long-term outcomes.
Businesses (Forms 1120, 1120S, 1065, Sch. C)
Entity Structuring and Operational Tax Planning
Choose or adjust your entity type—LLC, S-Corp, or C-Corp—for maximum efficiency. We also help reduce quarterly tax payments and leverage deductions like Section 179 and bonus depreciation.
Real Estate Investors
Maximize Returns Through Smart Tax Structuring
From passive income planning to 1031 exchanges and cost segregation, we help investors legally reduce taxes on real estate income and capital gains.
Trusts & Estates (Forms 1041 & 706)
Preserve Wealth for Future Generations
We develop strategies to reduce trust and estate taxes, including income-shifting, gifting, and timing distributions to benefit both the estate and beneficiaries.
Gift Tax Planning (Form 709)
Strategic Gifting for High-Net-Worth Families
Plan annual and lifetime gifts to reduce your taxable estate. We guide you through exclusions, filing Form 709, and avoiding unnecessary taxes.
Education & College Planning (529 Plans)
Smart Saving for Education with Tax Benefits
A 529 plan is a tax-advantaged savings plan designed to help families prepare for future education costs. These plans allow contributions to grow tax-free, and qualified withdrawals—such as tuition, books, and even room and board—are not taxed at the federal level.
In Nevada, while there’s no state income tax, a 529 plan still offers powerful federal tax planning benefits and estate planning advantages. Contributions are considered completed gifts, allowing up to $18,000 per beneficiary annually (or $90,000 with 5-year averaging) to reduce your taxable estate, all while maintaining control over the funds.
Whether saving for college or reducing estate tax exposure, 529 plans are a smart part of any long-term tax strategy.
Large Estates (Form 706)
Advanced Estate Tax Minimization
We assist with valuation freezes, GRATs, and other estate strategies to minimize estate tax exposure for individuals with high-value assets.
Nonprofits & Tax-Exempt Organizations (Form 990)
Sustainable Planning for Tax-Exempt Entities
We help maintain your tax-exempt status, manage unrelated business income (UBI), and develop tax strategies to ensure operational compliance and financial growth.
Trust
Why Choose CPA Attorney for Tax Planning in Las Vegas?
We bring legal and financial expertise under one roof. As both a licensed CPA and attorney, we understand how tax, law, and business intersect. Whether you're planning for next quarter or the next generation, we create actionable plans tailored to your goals.
CPA + Attorney Advantage
Most tax firms are either accounting-based or law-based. We’re both. Our dual-license structure gives you the legal and tax expertise needed to file correctly and avoid costly mistakes.
Local Knowledge
We’re based in Las Vegas, Nevada and understand both federal and Nevada-specific tax concerns. If you live or do business in Southern Nevada, we know the unique tax strategies that apply to you.
Security & Accuracy
Tax filing involves your most sensitive information. We use encrypted portals, strict confidentiality policies, and professional-grade tax software to keep your data secure.
IRS Representation & Audit Support
If the IRS comes knocking, we don’t pass you off—we stand with you. We offer audit support, IRS correspondence help, and legal representation.
best cpa and attorney in las vegas, nevada
Ready to Plan Smarter?
Let’s build a tax strategy that works for you.
Related Services Available
At CPA Attorney, we specialize in guiding both business owners and individuals towards financial success through meticulous tax and financial planning. Our experienced CPA lawyers provide personalized solutions to ensure your financial stability both now and in the future.
Set up the appropriate legal framework for your company in order to optimize tax advantages and safeguard your possessions.
Make sure that your real estate deals and investments are in line with your financial objectives.
CPA Attorney is a one of a kind tax firm specializing in tax, financial services. CPA Attorney works with you to achieve the best possible outcome now and in the future.
Follow Us
© Copyright 2025 – CPA Attorney