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- 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.
- Minimize the effect of the AMT on this year’s tax liability.
- 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 by deferring your tax liability.
- Manage your cash flow by projecting when tax payments will be required.
- Minimize potential future estate taxes so you can leave the maximum amount to your beneficiaries (and/or charities) rather than the government.
- Maximize the amount of money you will have for your retirement and education funding for your children.
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