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Everyone wants to pay less in taxes. At Life Plan Investments, we help individuals and corporations with that through comprehensive tax planning. Tax laws are ever changing. At Life Plan Investments, we take pride in staying up-to-date with current tax laws and form strategies to legally minimize taxes.

Two tax quotes from Judge Learned Hand are the core of our philosophy.

“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one’s taxes.”

Gregory v. Helvering, 69 F.2d 809, 810 (2d Cir. 1934)

“Over and over again courts have said that there is nothing sinister in so arranging one’s affairs as to keep taxes as low as possible. Everybody does so, rich or poor; and all do right, for nobody owes any public duty to pay more than the law demands: taxes are enforced exactions, not voluntary contributions. To demand more in the name of morals is mere cant.”

Commissioner v. Newman, 159 F.2d 848, 851 (2d Cir. 1947) – dissenting opinion

At Life Plan Investments, we believe that the best way to minimize taxes is through pro-active tax planning. Preparing your tax returns isn’t the only thing we can do for you. We can also examine your past tax returns and make sure you were given all of the deductions you were eligible for.