Effective tax planning is proactive. For Aurora physicians, defense contractors, professionals, and families with appreciated East Metro real estate, retirement assets, and practice or business interests, the right strategy minimizes federal income, estate, and gift taxes — while preserving wealth for the next generation. With the federal estate tax exemption now permanent at the higher level set by recent legislation but East Metro asset values continuing to climb, planning has rarely been more important.
Relevant Law develops integrated tax strategies for Aurora families and business owners. Your tax planning lawyer coordinates with your CPA and financial advisor on tools including irrevocable life insurance trusts, grantor retained annuity trusts, charitable remainder trusts, qualified personal residence trusts, generation-skipping trusts, family LLCs and partnerships for closely-held holdings, professional corporation and PLLC retirement plan strategy, and entity structures designed to optimize Colorado's flat 4.4% income tax and federal income tax outcomes.
Tax law changes frequently. The team monitors federal and Colorado developments and reviews plans on a regular cadence so your structure stays efficient. Call (719) 960-4396 to start a conversation.
Relevant Law — Aurora
1311 Interquest Parkway, Ste 110, Colorado Springs, CO 80921
Phone: (719) 960-4396