Tax Planning Strategies

Ever-changing tax laws make it difficult to know how to reduce taxable income. We can help with tax planning strategies.

Customized tax planning strategies are the key to successfully and legally reducing your tax liability. At Quinn Financial Planning (QFP), we go beyond tax compliance and proactively recommend tax planning strategies to maximize your after-tax income.
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How We Provide Tax Planning Strategies

Minimize taxes. Taxes are a necessary evil. This year was particularly challenging; some tax breaks were phased out, as adjusted gross income increased. Yet, through tax minimization strategies, there are still ways to help you keep more of what you earn and give less to Uncle Sam. Along with several other financial planning services, Quinn Financial Planning can help you:

  • Review and position benefits between IRA and Roth IRA accounts over the long term.
  • Identify tax-advantaged investments that can build and preserve wealth while also reducing taxes.

Employees who work for growing companies need to understand the Net Unrealized Appreciation (NUA) income tax rules that affect qualified retirement plans such as 401(k), and defined contribution plans that may be partially comprised of company stock.

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