Tax Planning
Why Tax Planning is Important
Consider this fact: If you managed to save just $250 on taxes each year, invest the funds and earn a 5% rate of return annually for 30 years, you could have an extra $15,250 for retirement.
What We Can Do For You
Prudent tax planning often starts before you make investment decisions that will eventually trigger a tax liability. We can help devise tax planning strategies that minimize taxes, maximize tax refunds and guide you to optimize your tax-friendly investment returns.
- Our Tax Planning advice includes what investment vehicles are best for your situation and which type of accounts (pre-tax dollars vs. post-tax). These decisions can make a significant difference in the taxes you ultimately pay. Our Tax specialists can help you navigate through these complicated decisions.
- When planning for tax impact on your income, we’ll also plan for the types of income that you might receive: Dividends, Interest, Annuity payments, Capital Gains, Inheritances, Employer and Government benefits.
- We’ll also help you mitigate possible tax impacts when it comes to your estate. A good tax plan will ensure that future generations will not bear the burden of taxes.