Traditional tax preparation looks backward at what has already happened. Proactive tax planning looks forward to identify opportunities to reduce your tax burden before year-end decisions are locked in—and before you’re surprised by a larger-than-expected bill.
Our clients come to us because they want more than form-filling or generic advice. They want to work with a tax attorney who can spot issues others miss, collaborate in-house with their legal and wealth teams, and give practical, real-time guidance when important decisions come up.
That’s the Alperin Law & Wealth difference.
Who We Help
Our tax planning clients usually fall into one or more of these groups:
Professionals and families with complex financial lives. You want Virginia tax strategies that align with your broader estate, wealth, and life care plan—not one-off ideas that create problems elsewhere.
- Business owners. You need proactive business tax planning around entity structure, compensation, retirement plans, growth, and eventual exit strategy.
- Families managing trusts and inheritances. You need careful guidance on basis planning, beneficiary distributions, trust taxation, and fiduciary responsibilities so you don’t unintentionally trigger avoidable taxes.
- Pre-retirees and retirees. You want to understand how withdrawals, Roth conversions, required minimum distributions, and retirement income decisions affect taxes today and down the road.
- Families dealing with aging and long-term care. You need tax-aware planning that supports care decisions, coordinates with elder law strategies, and considers the timing and deductibility of long-term care expenses.
If you’re tired of getting generic “tax guidance”—or being told you’re getting tax planning when you’re really not—our integrated approach was built for you.
Why We Started Offering Proactive Tax Planning Services
Many firms claim they offer tax planning, estate planning, and wealth management under one roof. But in reality, they often rely on outside referrals, generalized resources, or disclaimers that limit individualized advice.
At Alperin Law & Wealth, tax is handled in-house by a tax attorney as part of your integrated plan—because taxes touch everything money touches, and money touches most things in life.
That’s why we built our tax offering to deliver what most “one-stop shops” can’t: practical, individualized analysis and real coordination among your advisors, grounded in a deep understanding of your legal documents, your investments, your business interests, and your long-term care needs.
