It is common to view taxation as something that has already occurred and something you have to deal with, after the fact. Reducing your current level of taxation requires a forward-thinking and proactive planning process.
We have tools and expertise that can help guide you to avoid unnecessary taxation of your income and estate. But you need to do the planning well before the end of the tax year and it must be proactive.
Zeller Kern, along with a forward-thinking C.P.A, can give you guidance on how to potentially reduce your tax liability.
Have a Purposeful Conversation® with one of our credentialed and experienced advisors and give them the opportunity to listen to you, gain understanding of your needs, and help you develop a plan to reduce your taxation.
Zeller Kern Wealth Advisors does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation.
