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KEY Tax Planning

At KEY Advisors Wealth Management, we understand that taxes can significantly impact our client's bottom line, so we designed our KEY Tax Planning strategy to identify potential tax opportunities to help our clients maximize their wealth by minimizing their tax liabilities over the long term. Tax planning is part of our comprehensive and holistic approach to your financial plan.

Taxes are more than just a critical topic each April. Tax planning should be forward-looking because your exposure to taxes will change when you make significant changes in your life, like retiring, selling or buying a home, owning and selling a business, and moving to another state. As your life evolves and these decisions are made, we’ll help you better understand their impact on your future wealth. Additionally, we believe that having an always-on approach will better serve your long-term goals and help you keep more of what you have earned.

Working in concert with your CPA, we’ll ensure our tax strategies are vetted, implemented, and updated when necessary. If you don’t have a CPA, don’t worry, we’ll help you find the right one for your situation. Tax planning is a KEY part of our holistic financial planning process that will help grow your wealth while protecting it for future generations.

<strong>Four KEY Principles Of our Tax Planning&#160;</strong>

Four KEY Principles Of our Tax Planning 

  1. We integrate tax planning into your holistic financial plan to ensure alignment with your needs and retirement goals.

  2. Our independent team will take a forward-looking and always-on approach.

  3. Careful planning will help you keep more of what you’ve worked hard to earn.

  4. Collaboration with your CPA to ensure everyone is on the same page through implementation.

Disclosure: This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor. Neither the named representative nor Investment Advisor offers tax or legal advice.

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