Tax Planning

An integral part of formulating a sound financial plan for you includes capturing an accurate assessment of your tax situation. We believe in tax reduction planning, not only tax preparation.

 

The purpose of tax planning is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible. Tax planning thus allows the other elements of a financial plan to interact more effectively by minimizing tax liability.
 

A major goal of tax planning is minimizing federal income tax liability. This can be achieved by:

 

                        Reducing taxable income through income deferral or shifting

 

                        Deduction planning

 

                        Investment tax planning

 

                        Year-end planning strategies

 

If you currently utilize tax professionals, we want to encourage any strong relationships that you have already established. Our goal, in cases such as this, is to simply work jointly with your CPA’s in avoiding the erosion of your hard earned money by taxes.

 

McKee Asset Management does not provide tax advice.  You should consult a tax professional regarding your individual situation. 

© 2020 by McKee Asset Management

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This communication strictly intended for individuals residing in the states of AZ,CA,CO,FL,GA,IN,KY,MI,MO,NC,NM,OH,SC,TX,WA,WV. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,including possible loss of the principal invested.Securities and advisory services offered through Commonwealth Financial Network®.Member FINRASIPC, a Registered Investment Advisor.Privacy Policy© Copyright 2011 - 2019.