Minimizing Taxes is an important part of building wealth. Though reducing tax liability is rarely the primary planning concern, there are often-overlooked strategies and investments that can help you achieve your primary goal while reducing your tax burden.
Throughout our planning process we look to minimize your life-time tax liability and put in place a tax-efficient plan for transferring your estate to heirs. We are not tax advisors and can’t prepare your returns, but we will work with your CPA to make the most of the tax advantaged strategies available to you. If you are a do-it-yourself tax preparer, you can download all your tax information from our Investor 360 online access to TurboTax®.
Potomac Financial Private Client Group, LLC does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.