Tax Planning

Planning is the key to successfully and legally reducing your tax liability. At Executive Financial Group, we go beyond tax compliance and proactively recommend tax saving strategies to optimize your after-tax income.

It’s important to keep abreast of the current tax law, complex tax codes, and new tax regulations. At the same time, we strive for the lowest amount in taxes allowable by law. We continually look for ways to minimize your taxes throughout the year, not just at the end of the year.

We recommend tax saving strategies that help you …

  • Grow and preserve assets by keeping Uncle Sam out of your pockets.
  • Defer income so you can keep your money now and pay less in taxes later.
  • Reduce taxes on your estate so your family keeps more of what you’ve worked hard to accumulate.
  • Reduce taxes on your gifts so you can give more.
  • Reduce taxes on your investments so you can grow your wealth faster.
  • Reduce taxes on your retirement distributions.

To talk more with our team about tax planning services, fill out the form below.