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We Can Help You Plan for Tax-Filing Season

“There is nothing sinister in so arranging affairs as to keep taxes as low as possible.” – Learned Hand. If you’re like most people, you’re probably wondering how you can reduce your tax liability. Discovery Partners Investment Center offers tax planning services to help you start planning now for next year’s filing season. We can recommend a variety of strategies to help you save as much money as possible.

How the Process Works

Every income-earning citizen is responsible for paying taxes. Our government relies on taxes to provide a variety of valuable services. But, there are ways to reduce your tax liabilities so you can hang onto more of the money you’ve worked so hard to earn. Tax planning services can help you preserve your financial health by managing your lifetime tax liabilities. We can help you:

Select gifting strategies that are tax-deductible

Choose the best options for distributing retirement funds

Coordinate social security timing

Utilize Donor Advised Funds to Maximize Charitable Deductions

Analyze current investments to determine whether they would perform better in tax-deferred or taxed accounts

We can also help you figure out viable ways to reduce estate taxes for the sake of your beneficiaries. You don’t want to wait until it’s too late to plan ahead for your estate taxes.


If you’d like to learn more about tax planning, we’d love to chat with you. Contact us today for more information.

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