High-Earner Tax Consultation
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
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Making Your Tax Bracket Work
Have you explored all your options when it comes to managing your taxable income?
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High-Earner Tax Consultation - $300 for 90 minutes of interactive tax planning together.
Who is this for?
This is ideally for those who are earning what they consider a large income for themselves and are looking for Tax strategy ideas.
Examples of Topics:
- Could I save more on my taxes?
- How will Tax policy changes affect me?
- How can I be Tax efficient with my Stock Options that are vesting?
- How can I be Tax efficient in my Trust?
- How can I create a Tax efficient Estate?
- Could I utilize Tax Gain-Loss Harvesting?
Take it to the Next Level!
Provide supporting documents, Investment statements, or Insurance policies if you would like to learn more about our Financial Planning Services.