Virtual Tax Planning Meeting
Tax planning is the analysis of a financial situation to ensure that all elements work together to allow you to pay the lowest taxes possible. Minimizing your taxes allows you to grow your investments faster. All the investment decisions you make will ultimately have tax implications. Tax loss harvesting can use a portfolio’s losses to offset overall capital gains.
- How do you fund my retirement in the most tax efficient manner?
- Should you save in your name or your spouse’s name?
- How do you pay less tax on your investments?
- How do you pay less tax over your lifetime?
- Should you set up a holding company?
- Should you set up a corporation?
- How do you pay less tax today?