2024 Tax Planning Guide
Everything you need to plan your 2024 return is right here, from business deductions, credits and structure changes to investing, real estate and charitable giving.
A Higher Standard for a Higher Level
Complex income streams. Large-scale business dealings. A vast real estate portfolio. Business operations in multiple states…your financial picture isn’t cut and dry. So you require more than the basics when it comes to tax planning and strategy.
Luckily, we provide more than basic tax services. Our firm has decades of experience serving businesses with lots of complexity—not to mention a deep bench of professionals ready to assist. So we have both the numbers and the expertise to handle whatever you throw at us.
Comprehensive
Our tax pros develop a coordinated plan to address federal, state, local and international tax strategy and compliance needs.
Customized
A well-designed tax plan can save you serious money, helping you reach your goals sooner and boosting your organization’s bottom line.
Consistent
Year-round support and services help keep you in compliance while minimizing business, personal and estate tax liabilities.
"What I like and respect most about James Moore is their expertise and client management. When we’ve had complicated situations involving investors, changes in entity structure, etc., they’ve had the expertise to help us handle it without breaking stride."
Jonathan Rowe, Managing Director
Neuronet Learning, LLC
“The audit and tax teams have always proven to be professional and very knowledgeable in U.S. and international accounting. The guidance provided by James Moore has helped us reach a higher standard with our own management and accounting practices.”
Tracy Williams, Assistant Treasurer
The Deltona Corporation
"James Moore has been my CPA firm for many years. I stay with the firm because of their dedication and commitment to our relationship, their service quality, and their reputation. They’re one of the most efficient and effective firms I have encountered."
Gerald G. Hazouri, MD
Listening is our most powerful skill.
Our extensive knowledge and versatility are keys to creating a tax strategy that puts more money in your pocket. But we also know that listening to you is just as important.
A successful relationship with you involves meaningful conversations about your life, your business and your tax picture. Because while we know taxes, you’re the expert on your unique goals and challenges.
You can count on us for tax solutions built around what’s most important: you.
Business Tax
Business Tax
Tax decisions can mean the difference in a successful business and one that struggles financially. Get the tax insights and solutions you need to thrive.
Individual Tax
Individual Tax
Create a personalized tax strategy that avoids penalties and takes full advantage of deductions, credits and other incentives for maximum tax savings.
State and Local Tax (SALT)
State & Local
Tax (SALT)
Multi-state tax liabilities are more common than ever, and the penalties for noncompliance can be steep. Do you understand your obligations?
Estate Planning
Estate Planning
The assets you’ve built over a lifetime matter to you – and to your beneficiaries. Tax-efficient estate planning helps you conserve what you’ve worked for.
International Tax
International Tax
In a global economy, taxes can get complicated fast. We help you stay in compliance no matter where your life and your business take you.
Need more information? Check out our library of tax-related articles.
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What to Look for in a Construction Tax Advisor
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John VanDuzer, CPA
Partner
John helps a variety of clients to achieve their long-term goals, minimize their tax burden and maximize the value of their business. As a key member of our Real Estate Services team, he has extensive knowledge and experience in the accounting and tax concerns of this industry. The Partner-in-Charge of our Ocala office, John also heads the firm’s Tax Department and leads a team of over 40 professionals in serving the firm’s business and individual tax clients.
John’s expertise spans several areas:
Real Estate Industry
Real estate development
Investments
Property management
Hotel development
Homebuilders
Business Consulting
Succession planning
Purchase and sale transactions
Estate and gift tax planning
Like-kind exchanges
Partnerships
Entity structuring
Special allocations
Tiered partnerships
Profits interests
An active speaker and writer within the community, John regularly addresses topics specific to real estate development gains and losses, tax opportunities, property manager solutions, capitalization policies, and advanced tax implications specific to real estate. He is a member of the Builders Association of North Central Florida and the local chapter of the Urban Land Institute.
Cheri Swan, CPA
Senior Manager
Elena Davis, CPA
Senior Manager
Erin Spiwak, CPA
Partner
Justyna Mueller, CPA
Partner
Kevin Golden, CPA
Partner
Margo Cook, CPA
Partner
Mary Walsh, CPA
Partner
Melody Lechleidner, CPA, JD
Director
Nadia Batey, CPA
Partner
Stacy Joyner, CPA
Partner
Suzanne Forbes, CPA
Chief Executive Officer