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TAX PLANNING
Caution: Before moving forward with any tax strategies, including—but not limited to—the ones you see below, it is advised to consider having those strategies vetted by a team of professionals. A team of professionals will look at how the individual tax strategies will work to reduce your Income Taxes, Capital Gain Taxes & Estate Taxes. Our goal is to stay within the IRS guidelines and help you build a suitable tax reduction plan that will last for years to come.
- Roth Conversion Tax Planning
- Utilizing Retirement Accounts to Facilitate Equity Investment Opportunities
- Defined Benefit Plans/Profit Sharing Plans
- Capital Gain Deferrals
- Financing life insurance for the living benefits and tax-free income as well as estate planning
- 401(k)/IRA exit strategy
- Charitable Planning
- Cost Segregation
- Irrevocable Trusts
- Professional Money Management as well as Alternative Investments
- Deferred Compensation Trust Arrangements/Executive Bonus Plans
BEFORE MOVING FORWARD WITH ANY FINANCIAL PRODUCTS,
It would be best to first see how they fit into your overall tax plan, only then consider what is the best financial plan for your particular situation. Hoss Financial is ready to help you make intelligent decisions. We hope you choose to take the first step in getting your free assessment by calling us today. We have helped our clients for over 30 years to lower their Taxes and plan for their Estate and Retirement Plans.
It would be best to first see how they fit into your overall tax plan, only then consider what is the best financial plan for your particular situation. Hoss Financial is ready to help you make intelligent decisions. We hope you choose to take the first step in getting your free assessment by calling us today. We have helped our clients for over 30 years to lower their Taxes and plan for their Estate and Retirement Plans.
LET US RISE TO THE CHALLENGE.
Schedule an appointment for a complimentary written financial plan.