Tax Planning Strategies

Nearly all financial decisions have tax ramifications. The team at Barton Spector Wealth Strategies can help you better understand and educate you on tax strategies that can potentially help you better manage your overall tax situation.

Understanding your tax strategy options and managing your tax bill should be part of any sound financial and investment plan.  While some taxes are deferred, others can be managed through tax-efficient investing. With careful planning and preparation, you may be able to manage the impact of taxes on your financial future.

There are tax liabilities that are associated with income, estate, gift and various state and sales taxes.  They can have a detrimental effect on your overall wealth.  Our team of experts can help coordinate the various aspects of your financial plan in an effort to maximize tax-efficient strategies in line with pursuing your overall financial and retirement goals.

For tax advice specific to your situation, it is best to consult with your tax advisor.