TAXATION SERVICES

DLA maintains a specialized Tax Department to strengthen your position, provide the highest quality tax services and help you reduce your tax liability. Our tax specialists have a comprehensive understanding of federal, state and local tax regulations.

We work with you to ensure tax reporting obligations are met in an accurate and timely manner, and to minimize or defer the payment of taxes, thereby adding value to your company.

Through the use of technology, we stay up-to-the-minute on tax law changes, and know how they affect your business.

We will discuss tax planning with you prior to the year-end and review tax law changes in order to maximize your tax saving opportunities.

With an effective tax plan, you will have greater assurance of:

• Realizing substantial cost savings
• Limiting future interest and penalty payments
• Achieving your desired tax results
• Reducing the likelihood of an IRS audit

DLA’s process is simple and collaborative.

ESTATE/TRUSTS


Regardless of your age or economic situation, proper planning is essential in ensuring that your assets will be preserved and distributed according to your intentions. Dearborn LaSalle Advisors (DLA) takes a comprehensive approach to estate planning. Our specialists will help with developing and implementing strategies to:

• Set your personal goals and objectives
• Estimate your net worth
• Preserve and build your wealth
• Ensure adequate retirement income
• Determine insurance needs
• Minimize estate and other tax liabilities
• Maximize trust, gifting and planned giving benefits
• Plan efficient transfer of your assets
• Monitor and adjust your estate plan as needed

DLA will ensure that the greatest value of your assets is ultimately transferred to your beneficiaries in an organized and efficient manner.

INDIVIDUAL TAX


DLA works closely with its clients to reduce personal tax liability, maximize after-tax cash flow and wealth, and guide them through the choices to be made to leave them in a position of strength. For your business, we can assist in areas of cash flow management, tax planning and investment strategies. On a personal level, we can advise on the best way to develop an estate plan, build your retirement savings and create educational funds. You can expect that DLA’s individual services will meet the same quality standards as the rest of the firm’s accounting, auditing and tax procedures.

PARTNERSHIP AND CORPORATE TAX


DLA’s Tax Department is 100% dedicated to providing you and your company with the highest quality tax services and to helping reduce tax liability. We are well experienced in tax planning and compliance issues. Our tax specialists have a comprehensive understanding of international, federal, state and local tax regulations. We stay up to the minute on tax code changes and will help you understand how they affect you and your business.

We will discuss tax planning and related issues with you prior to year-end, and we’ll review tax law changes and interpretations to maximize your tax saving opportunities. With an effective tax plan, you will have greater assurance of:

• Realizing substantial cost savings
• Limiting future interest and penalty payments
• Achieving your desired tax results
• Reducing the likelihood of an IRS audit

DLA simplifies the entire process — to help you meet your tax obligations and leave you in a position of strength.

STATE AND LOCAL TAX


Our team of experts doesn’t just offer solutions to your challenges, but looks beyond them to provide you with leading information.

YOUR STATE AND LOCAL TAX CHALLENGES


The complexity and constant changes of state and local laws and regulations can create confusion and difficulty for your business. DLA’s State and Local Tax (SALT) group is committed to remaining informed of these changes as they happen. You will benefit from this knowledge through the constant communication between our experts and you. We are relentlessly looking beyond to provide you with new opportunities before they may turn into a challenge. This is part of our commitment to remain proactive rather than reactive.

We are equipped to solve any issue that may arise with your business, anywhere in Illinois or around the nation.

OUR STATE AND LOCAL TAX GROUP SERVICES


The complexity of state and local tax laws can be challenging and an expert is needed to assist with their interpretation with thousands of taxing jurisdictions in the United States alone. The changes to the laws are occurring at an unprecedented pace, and we strive to provide our clients with the best services possible through constantly planning for the best solutions. Among the many offerings provided by our state and local tax service group, services offered include:

• Planning and Consulting
– NEXUS Studies