Tax Planning

Don’t miss out on the tax savings available to you.

Are you keeping track of all your business expenses related to your 1099 income? Is your current accountant correctly reporting your Roth Conversion on your tax return? Through relationships with CPAs, we will work will you to ensure your personal and professional tax needs are addressed. Common areas of review are:

  • How to offset large capital gains with tax-loss harvesting and other strategies
  • Stacking deductions, donor advised funds, and other itemized deduction strategies
  • Roth conversion strategies for low-income years

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