Make sure Uncle Sam gets his due, but no more. We can educate you on factoring income taxes, taxation of business entities, taxation for trust and estates, alternative minimum tax (AMT), and tax reduction techniques such as withdrawal strategies and charitable/philanthropic contributions.
Some of the questions that may come up during our tax planning conversations include:
What can you do to lower your taxes — or keep them as low possible?
What will your tax bill look like this year?
Are you withholding too much or too little?
Will your taxes be going up or going down once you retire?
How will retiring affect your taxes?
Your answers will be unique — and so will the way we will work with your CPA or tax professional to assist you with appropriate tax planning.
Complimentary Resource Guide
The Retire Ready Checklist
Reveals the 3 things you need to know if you want to retire and stay retired.
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