Planning

Taxes can be a significant factor in the plans you make and the options you take. While I'm not a certified financial planner, I can help by identifying options and estimating impacts,

Deductions

The 2018 tax law change significantly impacted deductions. I can help you reduce this impact.

Estimated taxes

You're expected to pay taxes as you receive the income that's being taxed, so when you have income with insufficient or no taxes withheld, you need to consider paying estimated taxes.

I can help you determine how much you should pay and when so that you minimize or even avoid penalties, fees, and interest.

Minimizing taxes

I can suggest strategies, methods, and processes to reduce the taxes that you're assessed.

Saving for retirement

You can have multiple options for your savings for retirement. I can explain tax implications and pros and cons for most situations.

Planning retirement

At some point you will want to withdraw from your retirement savings (possibly even before retirement!). I can discuss the options you have and the implication for taxes.

And more...

The list of tax subjects is practically endless. It's wise to discuss tax implications of any major financial actions, Including:

Rentals
Selling stock
Making charitable gifts
Making personal gifts
Selling your home
Bequesting
Moving retirement funds:

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