'In this world nothing can be said to be certain, except death and taxes'
Benjamin Franklin

When faced with an inquiry by a tax authority, or the payment of significant taxes as a result of a sale, transaction or death of a family member, Franklin's words appear almost fatalistic. But taxation is not a certainty, for "anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible. Everyone does it, rich and poor alike and all do right, for nobody owes any public duty to pay more than the law demands." Justice Leaned Hand.

You have the right to plan your affairs to reduce, minimize and even eliminate taxation within the bounds of the law. Proper tax planning can help you achieve these goals; proper representation can ensure that you pay no more tax than is properly due.

Allen and Rick have years of experience assisting their clients in tax planning and representing them before the IRS and Vermont Department of Taxes. Allen is a CPA, and earned as Masters Degree in Taxation. Rick spend six years in Boston handling tax matters for high net worth individuals and their businesses.

If you have any questions regarding your tax affairs, please contact either Allen or Rick at 802-864-5756, or by accessing their contact information on the left.

Planning Services:

Federal Taxation
State Taxation
Estate Taxation

Representation:

Internal Revenue Service
Tax Court
Vermont Department of Taxes
Tax Audits and Appeals

Rick Kozlowski
Rick's Bio
rkoz@lisman.com

PLANNING

FEDERAL TAXATION

STATE TAXATION

ESTATE TAXATION

 REPRESENTATION

INTERNAL REVENUE  SERVICE

VERMONT DEPARTMENT
 OF TAXES

TAX COURT

TAX AUDITS AND APPEALS