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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.
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<p>Understanding Marginal Income Tax Brackets</p>

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.
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<p>Tax Rules When Selling Your Home</p>

Tax Rules When Selling Your Home

The tax rules governing profits you realize from the sale of your home have changed in recent years.
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<p>Comparing Investments</p>

Comparing Investments

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