Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency. ... Reduction of tax liability and maximizing the ability to contribute to retirement plans are crucial for success. We apply up to 10 tax-smart investment techniques in your managed assets at different times throughout the year.

Tax saving strategies we’ll review include:

• Contributing to Your Retirement
• Contributing to a Health Savings Account (HSA)
• Furthering Your Education
• Investing in Your Children’s Education
• Giving to Charity
• Deducting Your Home Office
• Going to the Doctor
• Holding Off On Billings
• Reviewing the Ultimate List of Deductions

For more information on Tax Saving Plans Financial Services, contact me today.