Income Tax Strategies

THE TAXMAN COMETH!

When it comes to taxes everyone should pay their fair share, but who draws the line between what is fair and what is not? We live in a country that, for the most part, still believes in “Taxation with representation”. Simply put, there are provisions for you to legally, ethically and morally reduce the government’s tax bite each year if you qualify for and apply them.

What have you done?

Most tax planning is done in an “After the facts” manner. You carry your information for the previous year to your preparer and they prepare your return so that you can present it to the IRS.

What are you doing?

Many times you are already doing things in your financial life that could be instrumental in the reduction of your tax bill in any given year, but the proper coaching hasn’t taken place for you to utilize it.

What can you possibly do?

PLAN! A well advised and planned proactive approach must be taken in your financial life if you are going to best utilize the provisions of the tax code.

Your financial coach will review your last two years tax returns to determine what you have been doing. They will then look at what you are currently doing in your personal and business financial life to help determine if there are availabilities by which you could possibly reduce your “tax bite”.

  • Your coach will analyze your past approach to taxation (last two years)
  • Your coach will check to see if there are any tax codes which can be utilized to reduce your tax bill and save you money
  • Your coach will help to communicate with your tax preparer for proper presentation to the IRS
  • Your coach works for YOU!

INCOME TAX STRATEGIES ARE AN IMPORTANT PART OF YOUR SUCCESSFUL FINANCIAL FUTURE!

Summit Brokerage Services, Inc., its affiliates and Money Matters do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.

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Summit Brokerage Services, Inc., its affiliates and Money Matters of Tampa do not give tax or legal advice. You should consult an experienced professional regarding the tax consequences of a specific transaction.