At Advantage Investment Management, we believe in tax reduction planning. This involves deploying strategies that minimize income tax liability by deferring income, maximizing deductions and deductible expenses for a particular year, and selecting tax-advantaged investments that bring benefits for years to come. We can also give you guidance regarding various 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 know each client encounters unique tax situations and that is why we meet with our clients throughout the year to address issues that may have tax implications in real time. As a client, this allows you time to make adjustments to your tax plan to potentially increase its overall efficiency, thus helping the many components of your financial life to work together more effectively.