Mon - Fri: 9:00am - 5:00pm
(301) 816-4683

Tax Planning

CONTACT

Please submit your request for an appointment for the office location of your choice in the boxes below. Once submitted, please expect a response within 24 hours during normal business hours Monday through Friday.


For immediate assistance, please call our office directly.
Gaithersburg, (301) 812-4608
Owings Mills, MD, (410) 363-4683
Washington, DC, (202) 299-1290

INVESTMENT TAXATION; TAX SPARING PORTFOLIOS; CAPITAL GAINS TAXES

We want to expand the amount of earnings you keep. That means using tax efficient methods to manage your investments and diminish the effects of taxation. Through our effective strategy, we will enable you to suspend taxation well into the future by purchasing and maintaining top quality assets, and boosting the tax benefits of your retirement plan. When taxes are inevitable, we will collaborate with your accountant to work to control the final tax obligation. It is crucial for us to work together to create a wise tax strategy with the objective of strengthening your return; a tax obligation can be the difference between achieving a financial goal or missing the mark.

CIC works cooperatively to help you…

  • Develop strategies for capital gains and investment income to minimize taxation
  • Proactively monitor tax developments
  • Create effective pre-tax savings strategies for business owners

We can help you to meet the mark so you can be worry and stress-free. We want you to live an enriched, well-calculated life.