Tax Planning

Tax Strategies and Planning

Minimize Tax Liability

Tax planning can help you accomplish all of the elements of a financial plan in the most tax-efficient manner possible. Tax Planning allows all elements of a financial plan to interact more effectively by minimizing tax liability. In order to achieve the most impactful tax planning, our firm generates proactive analysis through regular review meetings.Careful planning throughout the year can assist you in reducing the taxes you pay – as well as help you achieve your financial goals.

Effective Tax Planning

Incorporate Entire Financial Plan

Logical analysis of a financial situation or plan from a tax perspective, is to align financial goals with tax efficiency planning. Tax planning should not be done in isolation, but instead should be driven by your overall financial goals and integrated with your total financial plan. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve your prospects of meeting long- and short-term objectives. For example, accurately projecting your income taxes can help you determine the cash flow available to you in the coming year.

Tax planning encompasses many different aspects, including the timing of both income and purchases and other expenditures, selection of investments and types of retirement plans, as well as filing status and common deductions. However, while tax planning is an important element in any financial plan, it is important to not let the "tax" tail wag the financial "dog." This can ultimately be counterproductive, as virtually all courses of financial action will have some tax consequences, and they should not be avoided solely on this basis.

Aegis Financial does not provide accounting services. Keep in mind that tax laws are often complex and frequently change. As a consequence, you should consult your tax advisor before making investment and tax decisions.

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