Broker Check

Tax Reduction Strategies

A common request from our clients is “How can we reduce our tax liability?” Working with your CPA, we will evaluate and provide tax planning concepts you may want to consider.

These concepts include:

  • Reducing Portfolio Income
  • Reducing Taxable Wage Income
  • Reducing Passive Income
  • Tax Loss Harvesting 
  • Tax Deductions and Tax Credits 
  • Reducing Estate Tax Liability