Tax Planning Steps to Take Now to Optimize Your 2017 Tax Returns

By: Oxana Saunders
tax time
An integral part of a comprehensive financial plan is tax planning. In order to maximize and preserve your capital gains, it is important to plan in advance for events that might have significant tax consequences like selling stocks with high capital gains or real estate properties that have been deeply depreciated over the years. There are also a few strategies one should consider for generating tax-efficient income.

In the article linked below, you’ll find ideas that can help you start taking steps towards optimizing tax returns.

forbes logo image6 Tax Planning Tips To Consider For 2017

For questions on most tax efficient financial investments for your particular situations, call us for a free consultation.

Oxana Saunders Vice President Path FinancialOxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or

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