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Tax Planning to complete your wealth management journey

Tax planning is yet another path to pursue to further help you achieve your financial goals. This may enable you to see results more quickly and reduce potential consequences en route to your goals.

Tax planning options to consider:

  • Use tax-advantaged accounts and investments.
  • Manage the timing of your income and deductions.
  • Take advantage of preferred tax rates (capital gains, dividends, etc.).
  • Get the most out of your income.
  • Reduce your taxable income.
  • Review and monitor your taxes.

We can help you manage your taxes.

CHOICE Bookkeeping and Audits: 

  • Private school CHOICE bookkeeping
  • School CHOICE audits

Neither Woodbury Financial Services, Inc. nor its representatives or employees provide legal or tax advice. If legal or tax advice or other expert assistance is required, the service of a currently practicing professional should be sought.


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