PERSONAL & BUSINESS WEALTH DESIGN
Tax Consideration with Advantage Investment Management
At Advantage Investment Management, we believe in tax reduction planning. This usually involves strategies to minimize income tax liability by deferring income, maximizing deductions and deductible expenses for a particular year, and selecting tax-advantaged investments. We can also give you guidance regarding various complex tax issues including income tax, estate tax, gift tax, and alternative minimum tax in relation to our services.
Though April 15th of each year is the tax-filing deadline for individuals, tax planning begins January 1st of the previous year. We meet with our clients throughout the year and address issues that may have tax implications before year end. This allows our clients time to make adjustments to their tax plan to potentially increase the efficiency of their overall income tax strategy.
Each client encounters a unique tax situation each year. An efficient tax plan is designed to allow for the many components of the financial picture — from investments to mortgages — to work more effectively.
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ADVISORY SERVICES OFFERED THROUGH GARTON & ASSOCIATES FINANCIAL ADVISORS, LLC DBA ADVANTAGE INVESTMENT MANAGEMENT, A REGISTERED INVESTMENT ADVISOR.