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Save Assets and Taxes

Our clients ask us, now that we have accumulated some assets, what strategies can we employ to help keep what we have, continue their growth and help reduce our investment taxes? Below are some of the ideas we use to help our clients:

  • The use of professional money managers
  • Asset preservation strategies
  • Transferring assets out of your estate
  • How to stretch your IRA
  • Identify probate, state and federal estate tax concerns

Common Tax Errors to Avoid

Filing your taxes can be an involved process, and accidental errors can be easy to make. Grab this handy guide to get some tips to avoid some common filing errors.