Individual Tax Planning


Tax planning & resolution

Tax planning for individuals and their estates is something that is ignored in many plans that we tend to see. As an individual there are a number of tax planning strategies that may provide you benefit, now and to your family upon your passing. Addressing items such estate tax, gift tax, qualified plans taxation upon inheritance, charitable gifting and other personal and estate tax

Our platform is built to incorporate this planning and our attorneys work with key affiliate and strategic advisors to review, suggest and assist in implementing tax efficiency strategies to make sure your personal tax planning is in best form to minimize income tax losses through improper planning.

If you are looking for strategic and proactive personal and estate income tax planning advice, then contact NC Planning today to work with us and our strategic advisors.


  • Estate & Gift Tax Planning
  • Income Tax Planning
  • Charitable Strategies
  • Business Income Tax Strategies

To learn more about how NC Planning integrates Individual Tax Planning into planning for you CLICK HERE


January 2020
February 2020

Why clients love us

True professionals! I use this firm for my business needs and as a small business owner it’s difficult to find a firm who understands your unique challenges. I so appreciate all they have done for me. I also use them for my personal estate planning and again, top notch! I highly recommend using this firm and let them help you!


-Amanda Haygood,
State Farm Insurance Agent

Wordpress Social Share Plugin powered by Ultimatelysocial