Income Tax Planning
Income Tax Planning
Income Tax Planning
Reducing federal income tax liability is possible with the correct understanding of income or estate tax issues and costs involved. We can provide you with a working knowledge of those complexities to help you strategize and preserve your assets.
- Review of Cost Basis
- Review Realized Gains
- Carry Forward Losses
- Tax Loss Harvesting
- Tax Return Review
- Roth Conversion Opportunities
- Health Savings & Flexible Spending Accounts