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Tax Reduction Strategies

Tax Reduction Strategies can help you decide which investments can give you and your family the best return on the dollar ‘after taxes” now, in the future, at your retirement and in the event that something should happen to you. …

1031 Exchanges

1031 Exchanges may help you convert your appreciated property into an income stream-while deferring up to 100% of the capital-gains tax that would otherwise be due on the sale.

This article is for educational purposes. 1031 exchanges have restrictions and limitations.

Charitable Remainder Trusts

Charitable Remainder Trusts are a tax-advantaged estate planning tool that allows you to plan for a future charitable gift while providing an income, lowering your taxes and reducing your estate.

Donate Stock to Charity

Donating stock or mutual fund shares to charity rather than a cash donation can provide increased tax benefits, along with the satisfaction of contributing to a cause you believe can make a difference.

Smart Gifting Strategies

Smart Gifting Strategies…

Tax Efficient Investing

Tax efficient investing can help you retain more of your potential investment earnings and lessen your tax obligation.

Year End Tax Strategies

Year End Tax Strategies…

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