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Plano:(972) 242-5700 | Garland:(972) 271-8700 | Flower Mound:(214) 222-5234

Effective tax planning is a challenging task. Our tax advisors support your long-term wealth management goals and make sure that you pay no more tax than the law requires.

To ensure effective tax planning services, our experts keep a vigil eye on the tax law that could affect you and recommend tax-saving strategies. Our advisors will prepare your tax returns and act as your advocate in tax-related matters.

In a nutshell, our tax planning strategies are:

  • Splitting income: Our experts split income among several legal entities to get more of the income taxed in lower brackets.
  • Income shifting: We also shift income from one financial year to another where it will be taxed at the lower rate.
  • Shifting deductions: Our tax advisors shift deductions from one year to another to place them where the tax benefit will be greater.
  • Deferring tax liability: We also defer tax liability through certain investment choices and through pension plan contributions.
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