Tax Planning (Business Opportunities - Other Business Ads)

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Item ID 133466318 in Category: Business Opportunities - Other Business Ads

Tax Planning


Prudent tax planning often starts before you make investment decisions that will eventually trigger a tax liability. We can help devise tax planning strategies that minimize taxes, maximize tax refunds and guide you to optimize your tax-friendly investment returns.

Our Tax Planning advice includes what investment vehicles are best for your situation and which type of accounts (pre-tax dollars vs. post-tax). These decisions can make a significant difference in the taxes you ultimately pay. Our Tax specialists can help you navigate through these complicated decisions.
When planning for tax impact on your income, we’ll also plan for the types of income that you might receive: Dividends, Interest, Annuity payments, Capital Gains, Inheritances, Employer and Government benefits.
We’ll also help you mitigate possible tax impacts when it comes to your estate. A good tax plan will ensure that future generations will not bear the burden of taxes.


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Target State: California
Target City : Orange County
Last Update : Apr 03, 2025 7:08 AM
Number of Views: 15
Item  Owner  : John Henek
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2025-04-10 (0.387 sec)