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6901 Professional Parkway Suite 104
Sarasota, FL 34240

(800) 330-4248

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1653 Sun City Center Plaza
Sun City Center, FL 33573

(813) 633-7333

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Private Wealth Management For Select Individuals


Income Tax Planning

  • Tax reduction/management techniques
  • Income tax law fundamentals
  • Tax compliance
  • Income tax fundamentals and calculations
  • Characteristics and income taxation of business entities
  • Income taxation of trusts and estates
  • Tax consequences of the disposition of property
  • Alternative minimum tax (AMT)
  • Passive activity and at-risk rules
  • Tax implications of special circumstances
  • Charitable contributions and deductions

*Tax services offerered through Payant Tax Services which is not affiliated with Sagepoint Financial, Inc.