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...
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.
Selling stock held in portfolios with realized losses in order to offset capital gains recognized during the year.
Converting traditional tax deferred accounts to Roth IRAs in years when tax rates fall.