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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