12100 Wilshire Blvd,
Los Angeles, CA 90025
(310) 806-9454
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Tax Planning

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Tax planning is an integral part of any comprehensive financial plan. We take a proactive approach to managing tax liabilities knowing that the lack of planning for taxes may result in a large portion of your wealth being compromised.

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And because the tax law is complex and constantly changing, we stay up to date with tax codes through continuing education and frequent collaborations with other tax professionals. Our goal is to prepare and plan for the year ahead so that you’ll know what to expect without any surprises come April.

Questions we will help address

  • How can I minimize my tax liability?
  • Can you review my tax returns to identify possible missed deductions?
  • How does the latest Tax Cuts and Jobs Act affect me?
  • Should I be concerned with the marriage penalty?
  • Will prepayment strategies help me lower my taxes?
  • Do you offer Charitable contribution strategies?
  • Should I be worried about Alternative Minimum Taxes?
  • Will I be affected by Social Security taxes?

Otium Awaits

If you're ready to start a conversation about your financial life, schedule a complimentary introductory meeting with us today!