Maximize Your Income by Implementing a Tax Saving Strategy
In 1987 Durbin Bennett was founded in Austin originally as a tax practice. When our founder, Rick Bennett, began to notice that the complex needs of wealthy families were not being properly served, he decided to create his own firm dedicated to wealth management services. With tax planning in our DNA, tax savings and efficiencies are central to what we do for our clients. You’ve worked hard for your money, so let us help you keep as much of it as possible. We do so by employing the following strategies:
- Optimize the allocation and management of your assets across different types of accounts.
- Analyze and optimize the sale or holding of stock options, closely-held private stock, and concentrated publicly traded stock.
- Help you understand the tax ramifications of selling your business, retiring, making charitable gifts, and buying or selling real estate.
- Put you in contact with strategic tax practitioners.