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Tax Planning

 

 

Do you know what your tax liability will be this year?

  • Investment tax planning evaluates how to best position assets in order to reduce your tax liability on an ongoing basis
  • Charitable giving may incur additional taxes at the federal and state level
  • How you operate your business will have an impact on your tax liability
  • Determine the best strategy for you to postpone or possibly eliminate tax

 

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This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situations.