Do you know the 4 types of tax planning strategies?

October 7, 2023

Do you know the 4 types of tax planning strategies?

  1. Reorganization strategy: Designed to save immediate dollars before finding new money!
  2. Annual year-end tax planning: Allows for tax bracket maximization.
  3. Long-term tax planning. Strategically placing assets in the right places to retire with as little taxes as possible.
  4. Situational tax planning. Focused on a specific objective.

Tune into the Crystal Clear Finances YouTube Channel as we discuss 4 Tax planning strategies that could help save you money!

It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.

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