TAX PLANNING

Tax planning should be an essential part of any individual’s overall financial plan.  This strategic practice aims to reduce one’s tax burden by leveraging applicable tax exemptions, rebates, and other benefits.  We’ll help craft a plan to ensure all elements work together to allow you to pay the lowest taxes possible. 

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Tax planning with Old House includes current tax-year projections, a thorough discussion of your long-term goals, and recommendations for strategies in regard to deductions, credits, deferrals, entity selection, and long-term planning.