Tax Strategizing

Planning is the key to successfully and legally reducing your tax liability. We go above and beyond tax compliance by proactively recommending tax saving strategies to maximize your after-tax income. We make it a priority to enhance our mastery of the current tax law, new tax regulations, and complex tax code by attending frequent tax seminars. Businesses and individuals pay the lowest amount of taxes because we continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend Tax Saving Strategies that help you

• reduce taxes on your income so you keep more of what you make
• reduce taxes on your investments so you can grow your wealth faster
• reduce taxes on your retirement distributions so you can retire in style
• defer income so you can keep your money now and pay less taxes later
• reduce taxes on your estate so your family keeps more of what you've made
• reduce taxes on your gifts so you can give more

Here's just a few of the Tax Saving Strategies we use

• Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate
• Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans
• Splitting income among several family members or legal entities in order to get more of the income taxed in lower bracket
• Using certain investments to produce income that is tax exempt from either federal or state or both taxing entities
• Finding tax deductions by structuring your money to pay for things you enjoy, such as a vacation home

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