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Income Tax Planning

Reducing federal income tax liability is possible with the correct understanding of income or estate tax issues and costs involved. We can provide you with a working knowledge of those complexities to help you strategize and preserve your assets.

  • Review of Cost Basis
  • Review Realized Gains
  • Carry Forward Losses
  • Tax Loss Harvesting
  • Tax Return Review
  • Potential Roth Conversion
  • Health Savings & Flexible Spending Accounts

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