Tax Planning

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Baseball’s Opening Day is today – Spring has begun!  But contrary to our calendar year, taxes have no season.

On the surface it seems like taxes are important only once a year.  But in reality, your tax team should be constantly making adjustments and strategic observations that will lessen your tax burdens and help you meet your financial goals.  Your tax strategy should be a proactive process of tax PLANNING, not just a reactive step of tax PREPARATION.

And just like the pitchers in the bullpen, your tax team should always be ready with advice and strategies that help you win your financial game.

Batter up!    Is your tax team paying attention?