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Menu
  • Home
  • Services
    • Audit & Attest
      • Financial Statement Audits
      • Employee Benefit Plans
      • Attestation Engagements
      • Compilations & Review
      • SOC
      • Agreed-Upon Procedures
    • Advisory
      • Transaction Advisory Services
      • Cybersecurity, Technology Risk, Privacy
      • High Net Worth Services
      • Forensic Services
      • Litigation Services
      • Management Consulting
      • Technology Services
      • Valuation Services
    • Business & Tax
      • Corporate Income Tax
      • Individual Income Tax
      • International Tax
      • State and Local Tax Compliance and Tax Minimization Services
      • Tax Planning
    • T&C Family Office Group
  • Industries
    • Car Wash
    • Construction & Real Estate
    • Government
    • Healthcare
    • Manufacturing & Distribution
    • Nonprofit Organizations
    • Privately-held Companies
    • Professional Services
    • Technology
  • Firm
    • Overview
    • Our People
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    • Templeton Group
      • PracticePro 365
      • T&C Family Office Group
      • Templeton Investigative Services
  • Careers
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  • Pay My Bill
CONTACT US

Tax Planning

Going beyond just correctly filing federal, state and local, and international tax, our integrated approach works to anticipate how each tax challenge influences the decisions you make to achieve growth for yourself, your family and business.

Working with Templeton will give you access to a full scope of services that go beyond filing and compliance issues to encompass strategic planning in the following areas:
  • Compensation and benefits
  • Credits and incentives
  • Federal Tax
  • High net worth client
  • Indirect Tax
  • International Tax Planning
  • Outsourced Accounting Services

1031 Exchange Services

Templeton provides 1031 Exchange services to our clients, assisting in the buying and selling of business assets by deferring income taxes, increasing their cash flow and promoting growth and profitability. We partner with experienced Board Certified tax attorneys and exchange professionals who will:

  • Identify and implement the best tax strategy to maximize the cost savings utilizing our 26 years of extensive tax lawyer expertise
  • Review any and all documents in connection with the transaction to avoid errors or mistakes in connection with the exchange;
  • Provides audit ready package with tax forms, documentation and a tax opinion, if requested, that protects the client from IRS penalties and interest thereon.
Let's Talk!

Emma J. Pfister

CPA

Tax Partner

  • epfister@templetonco.com
  • (954) 333-0001
View more

Walt Maxwell

CPA

Partner

  • wmaxwell@templetonco.com
  • (561) 798-9988
View more

Clint Berg

CPA

Tax Director

  • cberg@templetonco.com
  • (561) 798-9988
View more

Candice Breger

CPA

Tax Director

  • cbreger@templetonco.com
  • (954) 333-0001
View more

John Chenoweth

CPA

Tax Director

  • johnc@templetonco.com
  • (561) 798-9988
View more

Contact Us

WEST PALM BEACH
Esperante Building
222 Lakeview Avenue
Suite 1200
West Palm Beach, FL 33401
(561) 798-9988
Fax: (561) 798-4053

FORT LAUDERDALE
The Main
201 East Las Olas Boulevard
Suite 1650
Fort Lauderdale, FL 33301
(954) 333-0001
Fax: (954) 765-0719

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Services
  • Audit & Attest
  • Advisory
  • Business & Tax
  • T&C Family Office Group
  • Pay My Bill
  • Audit & Attest
  • Advisory
  • Business & Tax
  • T&C Family Office Group
  • Pay My Bill
Industries
  • Car Wash
  • Construction & Real Estate
  • Government
  • Healthcare
  • Manufacturing & Distribution
  • Nonprofit Organizations
  • Privately-held Companies
  • Professional Services
  • Technology
  • Car Wash
  • Construction & Real Estate
  • Government
  • Healthcare
  • Manufacturing & Distribution
  • Nonprofit Organizations
  • Privately-held Companies
  • Professional Services
  • Technology
Firm
  • Overview
  • Our People
  • Our Community
  • Templeton Group
  • Overview
  • Our People
  • Our Community
  • Templeton Group
Careers
  • Experienced
  • Students
  • Benefits
  • Experienced
  • Students
  • Benefits
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