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The end product will give you a comprehensive layout of how you can structure your purchases to reduce your taxable income. You will be able to make quicker decisions so you don't second guess the tax consequences. When it comes around to tax filing season you can be confident your money is working hard for you.

Tax Reduction Strategies We Consider At The Start

Permanent and temporary tax reduction strategies can help you save money on your taxes in the long run. Our team of specialists can help you identify deductions, credits, and other strategies that can reduce your taxable income, allowing you to keep more of your money in your pocket. 

Examples:

- Real Estate Rentals using 1031 Exchange Rules

- Contributions to a Roth IRA

- Traditional IRA Contributions

- Certain Investments in Your Business

- Buying, Holding, and Selling Primary Residences (Rules Apply)

- Moving To Another Tax Bracket

- Health Savings Account Contributions

- Investments in Oil & Gas

- Investing in a Qualified Opportunity Fund

End Product

At Tax Planning & Strategy, our goal is to provide you with an end product that allows you to make informed decisions about your finances and taxes. Our team of financial experts will work with you to develop a comprehensive plan that takes into account your unique situation and goals. We will provide you with a detailed report that outlines the best strategies to maximize your savings and minimize your taxes. Our end product is designed to be used in your everyday life, so you can remain confident that your finances are in good hands. With our expertise and guidance, you can feel empowered to make the right decisions when it comes to your financial future.

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