Tax Strategy Guide

Taxes can be challenging for the experienced and novices alike. Download our free strategy guide and get a head start on your tax planning

Big Overlooked Tax Strategies

Tax planning can be a year-round activity

Although financial decisions are rarely made solely upon their tax impact, a basic understanding of the income tax issues and costs involved may help you as you plan your financial activities throughout the year.

A major goal of proactive tax planning is minimizing federal tax liability now and in the future.  Additional goals you may have might also include charitable giving, making the most of potential credits and deductions, and paying for retirement in the most tax-efficient manner possible.  Our free tax strategy guide covers:

      • Investing in the long-term
      • Tax loss harvesting & deferral
      • Charitable donations
  • Bond holdings
  • Tax efficient distributions
  • Social security


Get Our Free Tax Strategy Guide

We all know there is a lot of misinformation on the web.  That’s why, as part of our GWA Gives© program dedicated to helping others, we believe in sharing free material so people have a trusted source to rely upon.

While these tax strategies can be complicated, we will be happy to make it a little easier by answering any questions you might have.  You can reach a financial advisor at one of our convenient offices listed on the Contact Us page or by filling out the chat form below.

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