One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component to helping our clients benefit from potential tax reduction strategies.
Other than some IRS inflation adjustments, calendar year 2023 has brought limited changes in tax laws for individuals. This report focuses on information that could be helpful for individuals in conjunction with tax planning for the calendar year 2023. It also has a section that shares some of the tax laws that are currently set to sunset at the end of 2025. Click here to read more
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to identify as many tax savings opportunities and strategies as possible for our clients. We believe that a proactive approach to looking at your tax situation can lead to better results than a reactive approach. We hope you find this report helpful. Click here to read more
One of our main goals as holistic financial professionals is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component to help our clients benefit from potential tax reduction strategies. Click here to read more
In the beginning, there were no income taxes or federal government. Newly organized individual colonies made ends meet by taxing a variety of things other than income, such as occupational taxes and excise taxes on specific goods. American history classrooms teach us that one of the original prompts for the United States Revolution was “taxation without representation.” Click here to read the full article
This special report reviews some of the broader tax law changes along with a wide range of tax reduction strategies. As you read this report, please take note of each tax strategy that you think could be beneficial to you. Not all ideas are appropriate for all taxpayers. We always recommend that you address any tax strategy with your tax professional to consider how one tax strategy may affect another and calculate the income tax consequences Click here to read the full article
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to point out as many tax savings opportunities and strategies as possible for our clients click here to read more
One of our main goals as holistic financial advisors is to help our clients recognize tax reduction opportunities within their investment portfolios and overall financial planning strategies. Staying current on the ever-changing tax environment is a key component necessary to help our clients benefit from potential tax reduction strategies. click here to read more
Tax planning should always be a key focus when reviewing your personal financial situation. One of our goals as financial professionals is to point out as many tax savings opportunities and strategies as possible for our clients. click here to read more
Zephyr Investment Management
California Office:
3625 East Thousand Oaks Blvd, Suite 145
Westlake Village, CA 91362
Georgia Office:
42 Main St, Suite 2A
Senoia, GA 30276
P: 805-496-6810
F: 805-496-0630
E: info@zephyrim.com
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