Tax planning

Planning is crucial to effectively reducing your tax liability. We make it a priority to improve our mastery

of the current law, multifaceted tax code, and new tax regulations by attending yearly tax seminars. The

purpose of planning is to ensure tax efficiency in the most optimized manner. Planning allows all

elements of our financial strategy to work together ensuring you make the best use of various tax

exemptions, deductions and benefits to minimize your tax liability over a financial year. We go the extra

mile by going beyond tax compliance and recommending tax saving strategies for you.

Some examples of these are:

– Defer income so you can keep your money and pay less taxes later

-Reduce taxes on your income so you keep more of what you earn

-Reduce taxes on your retirement distributions to retire in comfort.