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Tax planning is a long-term process that balances the current year’s strategies with the overall success of your plan. To this end, we’ll work with your CPA and attorney. We will continually evaluate the most effective timing to take income and tax deductions and review the available strategies that exist to shelter income.

Through regular contact, we will help you make the best use of your tax savings throughout your lifetime. We will also help you manage the tax liability on your investment assets. This might mean utilizing broader techniques like smart tax planning for your business income, timing deductions or capital gains and charitable giving. Your tax plan is a significant part of your financial plan, which can create resources for future use.

Raymond James does not provide advice on tax or legal matters.

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