KM Johnson PC - Tax Strategies & Solutions

Taking Action

Creative - Innovative - Insightful
tax-advantaged strategies

Complex circumstances require expertise and experienced advisors.

OUR PHILOSOPHY

We provide creative, innovative, and insightful tax-advantaged strategies. Artificial intelligence is a tool.
The CPA is a trusted source for reliable wisdom.

Our Core Values

The cornerstones of our profession are integrity, objectivity, and ethical conduct. Conformity with these principles is never optional. They are a foundation for the trust and confidence clients must have in their CPA Firm.

Confidentiality / Privilege

All communications with clients are confidential.

Our confidentiality policy protects your identity, as well. We never disclose existence of our relationship or any information about you, without your consent.

Artificial Intelligence

Artificial intelligence is a tool. The CPA is a trusted source for reliable wisdom.

STRATEGIES

Results may occur from taking action. Desired results require implementation of sound strategies.

Family limited partnerships save transfer taxes

Family limited partnerships (FLP) can significantly reduce gift, estate, and generation-skipping transfer (GST)
taxes on generational wealth transfer through valuation techniques employing minority interest and liquidity
discounts.

Tax-advantaged philanthropy

Charitable remainder annuity trusts (CRAT) & unitrusts (CRUT) can be employed to retain lifetime
income with assets passing to charity at death.

Private Foundations create a lasting family legacy, while eliminating income tax on gifts of appreciated property.

Planned giving to public charities can include life insurance and retirement plan assets.

Eliminate non-resident state income tax

Professional corporations can be employed to eliminate non-resident state income tax for Florida
& Texas attorneys. Candidates for this strategy are partners of large, multi-state law firms admitting
corporate partners.

The Team

SERVICES

Our practice is limited to strategic tax planning, compliance and related business valuation services.

STATE LICENSURE

KM Johnson PC is licensed by the Texas State Board of Public Accountancy.

Karl Johnson

Karl has devoted his career of 50+ years to public accounting, including time in KPMG Houston office as a tax partner.

His expertise is strategic tax planning for:

Affluent families
Estates & Trusts
Private Foundations
Texas & Florida Corporate partners of BigLaw Firms

AND

Business valuations for estate planning & estate tax compliance purposes

Texas CPA License 036510

Memberships AICPA Tax Section
   AICPA Forensic and Valuation Services Section
  Texas Society of CPAs
Florida Institute of CPAs
Houston Business & Estate Planning Council

Strategic Planning

Lisa Johnson

Lisa handles client communications, client invoicing and firm accounting matters.

Client Communications

Our Offices

Houston

1000 Main St Ste 2300
Houston, TX 77002

| (713) 677-4077

Downtown Houston 77002

Contact Us

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OUR PHILOSOPHY

OUR PHILOSOPHY

Our Core Values

Confidentiality / Privilege

Artificial Intelligence

STRATEGIES

The Team

Our Offices

Houston

1000 Main St Ste 2300 Houston, TX 77002

| (713) 677-4077

Downtown Houston 77002

Contact Us

1000 Main St Ste 2300
Houston, TX 77002