Perez-Roura Law provides tax planning services for individuals, families, and businesses in Miami. Our strategies help reduce liabilities, structure transactions, and preserve wealth through customized legal planning aligned with IRS and Florida tax laws.

Tax planning isn’t just about lowering your bill each April—it’s about smart, strategic decisions that shape your financial future. At Perez-Roura Law, we help clients in Miami navigate the tax implications of business deals, estate transfers, charitable giving, and everyday income management. Our legal approach goes beyond accounting—we build comprehensive tax plans that align with your personal and professional goals, reduce your liability over time, and avoid common pitfalls that lead to audits or penalties. Whether you’re a business owner, professional, retiree, or investor, we create a plan that keeps more of your money working for you.

Personal Tax Planning for Professionals and Families

For individuals and families, tax planning can mean the difference between a sustainable financial future and unexpected burdens. We advise clients on maximizing deductions, leveraging tax credits, managing capital gains, and timing major financial moves like real estate sales, gifts, or charitable donations. We also address special considerations such as dual-state residency, self-employment, and large income fluctuations. With tax law constantly changing, our legal team ensures your strategy is current, compliant, and designed to protect what you earn—now and into retirement.

Business Tax Optimization and Entity Structuring

Choosing the right business structure is one of the most powerful tax planning tools available. We help startups, small businesses, and established companies in Miami select entities—like LLCs, S-Corps, or partnerships—that support their financial and operational goals. We also guide you on tax elections, recordkeeping practices, and reporting methods that limit liability and improve efficiency. Whether you’re expanding, restructuring, or preparing to sell, Perez-Roura Law builds a tax strategy that grows with your business and keeps you compliant with both federal and Florida tax regulations.

Estate and Gift Tax Strategies

Wealth transfer planning is a cornerstone of long-term tax planning. Without a smart strategy, your estate could be exposed to unnecessary taxes that diminish your legacy. Our attorneys design gifting plans, trusts, and asset structuring techniques that preserve wealth and provide for your heirs in a tax-efficient manner. We coordinate closely with your estate plan to ensure all aspects—wills, trusts, and beneficiary designations—work in harmony with your tax goals. Whether you’re transferring family property, supporting a charity, or funding a grandchild’s education, we help you do it the smart way.

Tax-Efficient Investment and Retirement Planning

Your retirement and investment decisions have major tax consequences—both today and in the future. We help clients structure IRA contributions, Roth conversions, retirement withdrawals, and investment portfolios with tax-efficiency in mind. We also assist with 401(k) plans, deferred compensation, and annuities to ensure you’re not giving away more to the IRS than necessary. When paired with estate and income tax planning, this integrated approach maximizes long-term security for you and your family. Our goal is to help you grow and protect your wealth while keeping your tax footprint as low as legally possible.

Legal Guidance for Charitable Giving and Philanthropy

Charitable contributions can play a powerful role in your tax strategy while supporting causes you care about. Perez-Roura Law advises individuals and families on how to structure charitable donations through donor-advised funds, charitable remainder trusts, private foundations, or direct giving. We ensure that contributions meet IRS guidelines and are properly documented to maximize deductions and minimize audit risk. Philanthropy isn’t just generous—it’s strategic. We help you make every gift count in terms of both impact and tax advantage.

Why Choose Perez-Roura Law for Tax Planning?

Tax planning is not a one-time transaction—it’s a dynamic process that should grow with you. At Perez-Roura Law, we take the time to understand your goals, financial landscape, and long-term concerns. Led by attorney Pedro Armando Perez-Roura, our Miami firm combines deep tax law knowledge with a personalized, results-driven approach. We coordinate with your financial advisor or CPA and deliver strategies that work not just on paper, but in real life. Whether you’re building a business, managing assets, or planning for future generations, our team is here to help you move forward with confidence and clarity.

The right tax strategy isn’t just about savings—it’s about freedom. Freedom to invest, to grow, and to pass on what matters most. Contact Perez-Roura Law to start building your personalized tax plan today, and take the next step toward a more secure, efficient financial future.