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Tax Planning

Minimize your tax burden

It’s nearly impossible to keep up with changes in the tax laws, but having a knowledgeable financial advisor watching out for your best interests can help reduce the tax liability related to your wealth and investments.

The Intrua team is also pleased to work with outside professionals you may have (CPAs, tax advisors) to discuss tax planning and strategic direction.  Proper tax planning can help reduce your overall tax liability, protect your legacy, and transition your estate assets efficiently.

A comprehensive tax strategy can help you maximize your asset growth while minimizing taxes, and we attempt to employ tax-efficient investment strategies whenever possible.

Specializing in Life’s Details