As you progress in your career, it can feel like taxes hit harder and harder. Use the 1%'s proactive tax strategies for your own family.
- What tax strategies are available and relevant for you?
- How can you reduce your income taxes?
- How can you increase your after-tax returns on your investments?
- Research and identify forward-looking, tax-efficient opportunities within your financial ecosystem that are personally relevant to you to reduce your income tax, capital gains tax, and potential estate tax.
- Integrate your tax and investing strategy to maximize after-tax returns e.g., strategic placement of asset classes across your household’s accounts to optimize tax efficiency
- Help you understand your tax return and tax law changes
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