Effectively managing finances to achieve lifetime goals – that’s the purpose of tax and financial planning. It sounds simple enough, but becomes rather challenging when attempting to navigate a maze of options, potential pitfalls, family issues, and state and federal tax regulations. For example, is it better to save for the kids’ college or one’s own retirement? Through proper evaluation and by monitoring ever-changing tax laws, we can develop a plan to enhance the future growth of assets and minimize the overall tax liability.
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