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  • Home
  • About Us
  • Services
    • Virtual Family Office
    • Retirement Planning
    • Tax Strategies
    • Estate Planning
    • Life Insurance
    • IRA Solutions
  • Alliances
  • Physicians
  • Business Owners
    • Succession Planning
  • Resources
    • Podcast
    • White Papers
    • News & More
    • Investor Education Series
    • Flash Reports
  • Contact Us

Tax Planning

KEEP MORE OF YOUR MONEY!

Protect your wealth with the latest tax strategies.
Our partners at Legacy Certified Public Accountants will work to see that you pay no more tax than the law requires. They monitor the changes in the tax law that could affect you and recommend tax saving strategies. They'll also file all your tax returns and serve as your advocate in all tax matters.

There is a certain mystique that has grown up around tax planning and tax-cutting techniques. Legacy Certified Public Accountants puts tax planning in plain English for you.

There are actually several basic tax-cutting strategies, and most plans involve one or a combination of them. In a nutshell, the strategies are:

  • Splitting income among several family members or legal entities in order to get more of the income taxed in lower brackets.
  • Shifting income from one year to another in order to have it fall where it will be taxed at the lower rate.
  • Shifting deductions from one year to another to place them where the tax benefit will be greater.
  • Deferring tax liability through certain investment choices and through pension plan contributions.
  • Structuring your affairs to obtain a tax deduction for some expenses paid for things you enjoy - a vacation home, for example
  • ​Investing your money to produce income that is exempt from either federal or state income tax, or both.
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Tax Planning Strategies & Solutions"  white paper instantly.
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Call Wealth Strategies Advisory Group, to get connected with our alliance partners at Legacy Certified Public Accountants.  Together, we'll work to help you achieve your financial objectives.

(888)635-WSAG

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(480) 889-8985
          MAIN OFFICE
​          14354 N Frank Lloyd Wright Suite 11
          Scottsdale, AZ 85260          
Investment advisory services offered through Wealth Strategies Advisory Group, a state registered investment adviser licensed to operate in the state of Arizona only.  The information presented in this website is for informational purposes only and should not be considered a recommendation or personalized investment advice.    Some Wealth Strategies’ investment advisory representatives are also registered representatives of and offering securities through the unaffiliated broker dealer Center Street Securities, Member FINRA/SIPC.   
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