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Tax Reduction Strategies

Client Centered

Tax reduction is an important part of financial planning. In our process, we take advantage of advanced strategies to minimize and, in some cases, negate taxes. We look at reducing income taxes, capital gains taxes, AMT (alternative minimum tax), and estate taxes.
We manage our clients' money differently for accounts that are qualified or non-qualified, utilizing approaches such as tax-efficient mutual funds, municipal bonds, and tax-loss harvesting.
We make recommendations best suited to each client’s unique situation. We consider what may be the optimal tax reducing strategies for your estate, which may include, but are not limited to, investment properties, insurance or annuity funds, and alternative investments.