Consulting
Hear What an Expert Has to Say
Faced with financial uncertainties? Pulito Consulting Group is here to transform your tax planning and prevent any unwelcome surprises come tax season. We specialize in providing personalized consulting services designed to match your life changing events and long-term financial goals.
What We Offer
Our consulting extends across various financial milestones:
- Career Transitions: Planning for those who are changing jobs or careers, whether you're freshly out of school or transitioning late in your career.
- Retirement Planning: Guidance on leveraging strategies like the Rule of 55 to avoid penalties when rolling over retirement funds.
- Roth Conversions: Expert advice on managing taxes when converting from traditional IRAs or 401(k)s to Roth accounts.
- Equity Compensation: Specialized consulting on managing restricted stock units and stock options, including tax elections like the 83B.
Why Choose Pulito Consulting Group?
- Reduce Financial Uncertainty: By understanding your unique tax situation, we help plan for the future, ensuring no unexpected liabilities hit you on April 15th.
- Tailored Solutions: Whether you're facing a straightforward path or a complex mountain of planning, our custom strategies align with your financial aspirations.
- Stay Updated: We keep abreast of the latest IRS changes, tax cuts, and estate tax exclusions, helping you navigate upcoming shifts effectively.
- Comprehensive Support: From initial consultations to annual check-ins, our team ensures ongoing support and adjustment to your tax plans as needed.
Focused Expertise for Optimal Results
Although we don't offer investment advice, we work closely with your existing financial and investment advisors to ensure a holistic approach to your financial health. Our areas of focus include:
- Gift and Estate Tax Planning: Leveraging current tax exclusions and preparing for upcoming changes.
- Annual and Lifetime Gift Strategies: Helping you manage multi-year gift plans to maximize tax benefits while accommodating family dynamics.
Partnering with Pulito Consulting Group means gaining peace of mind, knowing your tax planning is in expert hands. Let's take the unexpected out of your financial future and make it predictable and manageable.
Planning your tax future might feel like climbing Everest, but with Pulito Consulting Group by your side, you're never alone. Whether you're making career moves, planning for retirement, or managing family wealth, our customized consulting solutions will guide you every step of the way.
Connect With Our Team
Have questions or need assistance? Our dedicated team is here to help you navigate your financial needs—reach out to us today!
