Get the Most out of Your Money 

Now, more than ever, Americans should take steps to maximize the benefits of tax planning strategies. Proper tax planning can reduce eventual estate taxes, augment the amount of funds you will have available for retirement and assist you in managing cash flow to help meet your financial objectives. 

Nearly all financial decisions have tax ramifications. Tax liabilities associated with income, estate, gift and various state, excise and sales taxes can take a real toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your financial plan to maximize tax-efficient strategies 

Proper tax planning can achieve the following goals: 

• Maximize the amount of money you will have for retirement 

• Lower this year’s tax 

• Defer this year’s tax to future years 

• Reduce your tax in future years 

• Maximize the tax savings from allowable deductions 

• Take advantage of available tax credits 

• Maximize the amount of wealth that stays in your family 

• Minimize capital gains tax 

• Avoid penalties for underpayment of estimated taxes 

• Free up cash for investment, business or personal needs 

• Transfer assets to loved ones in the most tax efficient manner 

• Manage your cash flow by projecting when tax payments will be required 

• Minimize estate taxes to leave the most money possible to beneficiaries rather than the government 

© 2015 Utah Senior Planning