Tax preparation explains what already happened. Strategic Tax Advisory helps you consider what may happen next.
Luma works with businesses and individuals to evaluate potential tax consequences before important decisions are finalized.
Good tax planning isn’t limited to filing season.
A significant business transaction, property decision, entity change or distribution can have tax consequences extending well beyond the current year.
Luma’s Strategic Tax Advisory services are designed to help clients evaluate those implications in advance.
Different decisions can produce different tax outcomes.
Scenario modeling can help clients better understand potential consequences before committing to a particular course of action.
Business structure can have long-term tax implications.
Luma can help clients evaluate entity choices as part of broader tax planning. See Business Entity Tax Planning.
How profits are distributed can be another important component of business tax planning.
Luma’s advisory services can help clients consider distribution decisions within their broader tax situation. See Profit Distribution Tax Planning.
Major decisions shouldn’t always wait until tax-return preparation to be analyzed.
Where appropriate, Luma can evaluate potential tax scenarios before significant transactions occur.
This allows tax considerations to become part of the decision-making process rather than an afterthought.
Lety’s approach includes continuous research into:
The objective is to develop strategies informed by the rules applicable to the client’s circumstances.
How is tax advisory different from tax preparation?
Tax preparation generally reports completed activity. Strategic advisory is forward-looking and considers potential tax implications before future decisions.
Can Luma model different tax scenarios?
Yes. Modeling future tax scenarios before major transactions is specifically included in Luma’s Strategic Tax Advisory services.
Does Luma provide entity planning?
Yes. Entity choices and profit distributions are among the areas included in Luma’s advisory work.
Is tax advisory only for businesses?
No. Luma provides tax advisory aligned with both personal and business goals.
Is Luma available year-round?
Luma’s advisory positioning is based on forward-looking planning rather than limiting client conversations to tax filing time.
