Tax Planning

  • Are you paying too much in personal income taxes?
  • Are you paying too much in business taxes?
  • Would you like to avoid paying capital gains taxes on the sale of your business or other highly appreciated assets?
  • Would you like to defer paying taxes on investment gains and keep your investment protected from creditors?
  • Do you have problems with your over-funded pension plan/IRA or concerns about the erosive effect of taxes on these assets when you die?
  • Would you like to save on payroll and franchise taxes?
  • Can your business provide you a discriminatory tax advantaged retirement plan without onerous ERISA or Department of Labor guidelines?

Whether you choose to work with your current tax advisors or our network of accountants and/or tax attorneys, we offer solutions to various tax challenges facing our clients through the use of sophisticated financial strategies.

Our mission at McNeil, Levy & Friedman, LP is to help ensure that our clients' financial dreams become reality, using the MLF Personalized System of Financial Management.


 

24 Greenway Plaza  Suite 525
Houston, TX 77046
Tel: (713) 626-7474
Fax: (713) 626-7476
Email: mlf@mlffinancial.com

Securities offered through Registered Representatives of NFP Securities, Inc., a Broker/Dealer and Member FINRA/SIPC.
 Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor.
McNeil, Levy & Friedman, L.P. is an affiliate of National Financial Partners Corp., the parent company of NFP Securities, Inc.
NFP Securities, Inc Does not provide legal tax advice.
This site is published for residents of the United States only. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site area available in every state and through every representative or advisor listed. For additional information, Please contact NFP Securities, Inc. Compliance Department at 512-697-6000