Tax Planning
Let us help you be proactive with your tax-saving strategies. We can help you grow and preserve
assets, defer income so you keep your money now and pay fewer taxes later and reduce taxes on
your income, estate, gifts, retirement distributions and investments. We accomplish these savings
through a variety of tax-saving strategies, including:
- Splitting income across several family members to result in a lower tax bracket
- Shifting income or expenses from one year to another based on where it will be taxed at the lower rate
- Identifying tax deductions based on purchases you enjoy, such as buying a vacation home
- Using investments to create tax-exempt income
- Deferring liabilities through investments like pension plans and other retirement options