Tax Strategy for Businesses

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Learn tax strategies that help your business save money and stay profitable, with the help of a financial advisor.

Plan Ahead for Lower Taxes

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By careful planning during each tax year and clear understanding of the forms as you file, you can minimize the tax you pay each year.

Tax Loss Harvesting

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As you approach the end of the year, you have one last chance to offset investment gains in your taxes. You can save by using tax loss harvesting.

Charitable Deductions

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Donating to charity is part of being a socially conscious business. And if you do, you can get benefits on your taxes!

Charitable Giving

Show love for others with charitable giving

If you’re interested in making more of a difference this year, it may be time to talk to a financial advisor about how you’re donating.


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When you think about taxes, you might first think about your accountant. However, a financial advisor can also help you with your taxes. In 2017, Americans paid a whopping $1.66 trillion in taxes to the federal government. If you feel like you paid more than your fair share of that $1.66 trillion, you might want […]