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Tax Planning

Tax impacts every aspect of your financial life.

Taxes are a fact of life. But that doesn’t mean you can’t manage—and possibly mitigate—the impact they have on your savings. Too often we see a lack of understanding around how taxes are calculated. As a result, valuable opportunities for tax management are missed.

We take a proactive approach

We Plan for Efficiency

By assessing your past gross and taxable incomes, as well as evaluating what led to those income figures, we may be able to uncover opportunities for tax planning. Many times, a simple reorganization of how your investment dollars are held can help reduce your current income taxes while helping to preserve more of your savings over time. Moreover, through proper tax withholding, we may be able to help eliminate the need (if applicable) to make quarterly estimated tax payments to the IRS. While the results of our investment plan are very important over time, we realize that helping to mitigate the amount of income tax due—either now or in the future—could provide you with an additional rate of return.

*Raymond James does not provide any legal or tax advice.

 

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We'll guide you through wealth accumulation, wealth conservation, and wealth distribution.

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We can offer support and planning as you set education goals for your children, grandchildren, or yourself.

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