Tax Preparation vs. Tax Planning – Understanding the Difference is Crucial

It’s tax preparation season. While gathering documents, statements, and receipts is important, the real value is in having a plan. Learn from our experts on how to minimize the taxes you are paying now and plan for years ahead.

Key Topics,

  • Strategies to Minimize Your Tax Liability
  • Tax Laws and regulations, including new ones
  • Short-term income and retirement tax planning
  • Generational estate tax planning

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