Tax saving strategies


  • Tax mitigation strategies
  • Tax-loss harvesting
  • Review cost basis
  • Use of capital gain
  • Tax-loss carry forward
  • Deductions & credits
  • Roth conversion
  • Health savings and FSA
  • Charitable giving
  • Maximum of 6 hours of consulting


Tax Planning is the process that minimizes your tax liability through the best use of all available allowances, exclusions, deductions, and exemptions.


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