Broker Check

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.

<p>Your Cash Flow Statement</p>

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.
Learn More
<p>The Facts About Income Tax</p>

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Learn More
<p>Donating Art: Taxation Abstraction</p>

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.
Learn More
<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
Learn More

SCHEDULE A CALL WITH TIM & TEAM

Thank you!
Oops!