For planning to be effective, it must be conducted throughout the year, not just at year-end. We believe that filing a tax return is a “non-event” – merely a reflection of the planning that was done throughout the year. There should be no surprises when it comes time to file tax returns.
Regulations and requirements are constantly changing, and we must be mindful of tax consequences. Sax advisors are ahead of it all, and believe knowledge and communication is the key to a healthy and productive partnership.
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