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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

 

 

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.