Tax
Options
Because virtually every wealth-planning decision
you make has tax implications, strategic tax planning can make
a big difference in your final financial affairs.
At M.H.Garelick Business Management we go beyond
your 1040 return to analyze both current and projected income
as well as your plans to transfer wealth. Then we recommend such
smart tax tactics as timing income and deductions, obtaining tax-exempt
income, using tax-advantaged investments, obtaining capital gains
in lieu of ordinary income and using gifts and trusts.
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Our forward-looking, what-if approach can help
you grow and preserve assets; defer income; and reduce taxes on
your income, estate, gifts, investments and retirement distributions.
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