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Income Tax Planning

Our firm is always conscious of our client`s tax situation. Our goal is to minimize the client`s income tax burden to the lowest legal amount while always monitoring the true economic gain. The evaluation process always starts with a complete review of a client`s tax return. From this starting point we can then evaluate and implement the appropriate tax reduction strategies.

  • Individual & Corporate Tax Reduction Strategies
  • Implement Tax-Free, Tax-Deferred, and Tax-Efficient Portfolios
  • Income Tax Preparation Services
  • Estate Tax Minimization Plans
  • Setup Trusts to Reduce Taxes and Maintain Ownership Control
  • Utilizing Capital Gains and Losses
  • AMT Planning

Neither  Osaic Wealth, Inc.  nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.