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Tax Planning

Tax Planning

  Making the most of your money starts with recognizing all the ways taxes can impact your financial future. Whether you’re focused on your own retirement, a loved one’s education, or the best way to pass wealth to your heirs, a sound, forward-looking financial plan should account for the impact of taxes. The Dempsey Fritz Haskell Group brings an added perspective to this planning process, with former CPAs and tax professionals on the team whose backgrounds provide valuable insight into how tax considerations can intersect with investment, retirement, estate, and wealth-transfer strategies. This experience helps the team take a more comprehensive approach to financial planning, with an understanding that decisions made today can have important tax implications for years to come.

Strategies for Tax Planning

Taxes touch so many parts of your life, not only once a year, but all the time. You shouldn’t have to navigate them alone.

Our tax planning support includes:

  • Tax Mitigation 
  • Tax Return Review 
  • Transaction Tax Analysis
  • Tax Deferral Strategies 
  • Cash Flow and Required Minimum Distribution (RMD) Planning 
  • Charitable Giving Strategies 
  • Wealth Transfer Planning, Including Trust, Estate, and Gift Tax Strategies
  • Legislative Updates 
  • Asset Location Analysis 

Resources for Tax Planning

Image for The ABCs of HSAs

The ABCs of HSAs

With a little planning, your HSA can do a lot more than fund short-term healthcare expenses.

Image for Opening up the Backdoor Roth

Opening up the Backdoor Roth

This key retirement savings technique can be available even for those who aren’t eligible to fund a Roth IRA.

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