Individual Tax Planning & Compliance

Individual tax planning and compliance is the foundation of your financial world. Our experts carry the depth and breadth of experience to help you identify and implement the tax strategies that will allow you to maximize your assets and reach your goals.

At Prager Metis we work closely with you to reduce personal tax liability, maximize after-tax cash flow and wealth, and guide you through the challenging and often very confusing choices in ways that will leave you in the best position possible. Whether you have an immediate concern or need long-term planning we will create an approach tailored specifically to ensure that your world is worth more.


Year-end tax planning
Multi-year tax projections

Minimizing the impact of the alternative minimum tax
Tax strategies related to your investment planning and capital gains

Estate and gift tax planning
Retirement planning and distributions from qualified plans and IRAs

State and local tax issues
Expatriate tax issues

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