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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:

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.
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