By: Oxana Saunders
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 Forbes.com article linked below, you’ll find ideas that can help you start taking steps towards optimizing tax returns.
For questions on most tax efficient financial investments for your particular situations, call us for a free consultation.
Oxana Saunders is the Vice President of Path Financial, LLC. She may be reached at 941.894.2571 or email@example.com