Tax Planning

Sheridan Road will review investments and portfolios for strategies that could reduce current taxable income. We will discuss the advantages and disadvantages of various tax deferral methods, as they fit each client’s situation. Sheridan Road has experience working with family offices that have global tax structures, CPAs, Estate Planning attorneys, Family Limited Partnerships, MLPs, Irrevocable Trusts, Charitable Trusts, etc. Sheridan Road will meet with a client’s tax advisor to discuss proactive tax strategies, year-end tax planning and conduct an extensive review to offer most tax-efficient ways of utilizing tax-advantaged employer benefit plans and retirement programs. Sheridan Road has worked hard to establish a network of estate planning attorneys, accountants, and actuaries and we are able to leverage these relationships for our clients.