Tax Planning

Financial planning cannot postpone or prevent the first inevitable (death), but, in some instances, planning can postpone, reduce, or even eliminate the impact of the second, (taxes).

Effective tax planning is the cornerstone of Comprehensive Wealth Management. Our goal is to assist our clients in establishing the most effective methods to position their wealth, utilizing all of the federal and state tax rules and regulations most favorable to our clients.

Planning strategies include Tax Favored Wealth Accumulation and ultimately distribution to generations of their choice. Every financial transaction, whether you’re an individual or a business owner has the potential to affect your tax strategy. There are different types of taxation, from federal to state and local, this can make planning and filing challenges.

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