Income Tax Planning

Are you investing in tax-advantaged or tax-deferred investments?
Asset location is important. For example, taxable bonds may best be located in a tax-deferred account.
Should you consider tax-free investments?

It's not what you make: it's what you keep. That's what links financial planning and income tax planning.

“Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes.” Judge Learned Hand, Gregory v. Helvering
Whether you are a business owner or an employee, funding a retirement plan can help you defer taxes. For many business owners the choice is obvious: give the money to the IRS or fund a retirement plan for you and your employees.

We work closely with CPAs to help determine what makes sense for you.

Tell us where you want to go, we can help you get there.

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