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 StrategiesImplement Tax-Free, Tax-Deferred, and Tax-Efficient PortfoliosIncome Tax Preparation ServicesEstate Tax Minimization PlansSetup Trusts to Reduce Taxes and Maintain Ownership ControlUtilizing Capital Gains and LossesAMT PlanningNeither 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.