Six Tax Planning Strategies to Consider
With tax season coming to an end, this is a good time to dust off your tax planning strategies and create an action plan for the year. Indeed, we have said many times that tax planning should be a year-round sport, and not consigned to December or the fourth quarter. In addition, many clients may be sharing their tax returns with you upon completion, so providing feedback and leveraging tax planning ideas is also appropriate. With that in mind, let’s review six key tax planning strategies for every investor.