Tax Management

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Tax Management

Taxes are unavoidable, but paying too much in taxes can be avoided. One of our key financial planning strategies is finding ways to reduce the amount you pay in taxes annually. Our low turnover strategy will naturally result in generating lower taxable gains.  We use techniques such as tax grouping, tax loss harvesting to offset capital gains tax and complex Roth conversion strategies. After all, it’s not how much you make but what you keep that counts.

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