Planning is the key to successfully and legally reducing your tax liability. We go beyond tax compliance and proactively recommend tax saving strategies to maximize your after-tax income.
We remain proficient in current in tax law, complex tax code, and new tax regulations by attending frequent tax seminars.
Here's just a few of the Tax Saving Strategies we use...
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Shifting income or expenses from one year to another in order to have them fall where it will be taxed at a lower rate.
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Deferring tax liabilities through certain investment choices such as pension plans, contributions and other similar plans.
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Selling stock held in portfolios with realized losses in order to offset capital gains recognized during the year.
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Converting traditional tax deferred accounts to Roth IRAs in years when tax rates fall.