Tax Planning? Do you mean preparing my taxes?
When you work with Ridgeview Financial Planning our ongoing conversion will include tax planning. This includes looking at your investment portfolio, other investments, current tax returns and thinking about potential future tax rates. There are often several ways to minimize your taxes. So while I don't prepare your tax returns, I'll work with you and your tax advisor so everyone is on the same page. Here's a sampling of some of the topics we'll cover:
You've likely heard about Asset Allocation, but how about Asset Location.
This is an important part of the service I provide clients who work with me on an ongoing basis. Each year we will:
All of this tax planning work helps to keep more of your returns in your pocket. Many of these strategies are simple to utilize but most people don't have the time or the inclination to use them. I do and I love this stuff.