Cash Flow & Tax Planning
Cash Flow & Tax Planning
Most people wish to maintain their current lifestyle and ultimately seek true financial freedom. Deterrents such as high income taxes can have a negative impact on your cash flow, but with proper planning, you could pay 30 to 50 percent less in taxes, and subsequently invest or retain more of your earnings. Lower taxes have some obvious, and some less obvious benefits. Most importantly, lower taxes mean:
- More cash flow for spending, saving or giving away
- Reduced draw on your assets
- More peace of mind during retirement
- Strengthening your financial outlook
In most situations we work in conjunction with your CPA to help you plan and implement a strategy designed to reduce your taxes and increase your income, giving you more opportunities to pursue your interests.

Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill.
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Tax & Estate Strategies for Married LGBTQ+ Couples
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
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