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Tax Planning

Consider the tax implications of individual, investment, or business decisions, usually with the goal of helping to minimize tax liability – both now, and in the future. This can be pursued by considering :

  • Income deferral, which can reduce taxable income
  • Deduction planning
  • Investment tax planning, such as “tax-loss harvesting”
  • Year-end planning strategies
  • Tax-exempt investments
  • Qualified dividends
  • Gifting strategies
  • Strategies to optimize liquidity events for business owners planning to sell and/or stocks
  • Keeping up with legislation and law changes
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