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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