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Tax Efficiency Planning

Have you ever asked yourself any of these questions?

  • Do I fully understand the new 2018 tax code and how it applies to me?
  • Have I had a CPA review my taxes in the last few years to ensure I am getting as much tax savings as possible?
  • Given my tax bracket, are my taxable accounts as tax efficient as they should be or am I paying more tax than I should?
  • How am I paying taxes on various investments I own?
  • As a business owner, am I maximizing tax savings opportunities?

These are just some of the several tax efficiency planning questions we work with our clients to answer as well as plan for.  With recent tax code changes, it is vital to make sure you have a plan for tax efficiency. 

Reach out to us to schedule a confidential consultation by calling (301) 518-7330 or click here