Access to proactive and retrospective tax advice
Review multiple options to enhance tax efficiency
Implement tax strategies to minimize tax burdens for heirs and optimize outcomes
Don’t Put Your Wealth At Risk
Tax planning is a vital part of nearly every aspect of wealth management. In many cases, taxes represent the largest single expense for high-net-worth families.
Americans routinely fail to take deductions they're entitled to, the result is overpaying their taxes. In addition, it's estimated more than 80% of tax returns have errors or missed deductions.
Take steps today to protect your wealth and enjoy years of tax savings with strategies to minimize tax burdens.
You have questions about your tax planning strategy…
• When should I start to plan my year end tax strategy
• Is it too late to lower my current year tax bill?
• Have there been any income tax changes that will affect me this year?
• What are the benefits of a Roth conversion?
• How do I minimize my estate taxes at death?
…You need a plan.
Plan to protect your wealth.
Access to Proactive Tax Advice
You must act proactively during the current year if you want to reduce taxes for your next filing.
Review multiple options to enhance tax efficiency
Reduce your taxable income with strategies to drive tax savings.
Implement Tax Strategies to Minimize Tax Burdens for heirs and optimize outcomes
Learn how to transfer wealth tax free and minimize estate taxes.
Don’t put your wealth at risk.
We are here to help.
For tax related inquiries: info@wfp-taxes.com | 877-714-2362
