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

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Claro Advisors, LLC DBA Litchfield Financial, LLC

100 High Street, Suite 950, Boston, MA, 02110, USA

paul@litchfieldfinancialgroup.com 

Office: 617-863-2147

Mobile: 781-552-9475

Disclosure: Litchfield Financial, LLC provides investment advisory services through Claro Advisors, LLC (“Claro”) a registered investment advisor. Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice.