TAX PLANNING

Do you like paying taxes? Most people don’t. Part of what we do is help you think about ways to keep your tax bill under control. We are very proactive with tax harvesting, which aims to reduce your tax liability. We’ll work with you on tax strategy, suggest tax advantaged vehicles, talk about income bracket management, and communicate with your CPA to ensure that you pay the least amount of taxes legally owed.

Six Basic Tax Planning Techniques

Six Ways a Budget Can Help Boost Savings

Tax Credit vs Deduction