This is one of the KEY factors that most people and their tax advisors forget to consider in tax planning... What Are Your Goals? Understanding the client's source of income and what they are looking to accomplish will impact what kinds of investments make sense from a tax perspective, and what tax strategies we can find for our clients. Some of the topics we discuss are:
- Short-Term Rental Investing
- Cash Flowing Rentals
- Oil and Gas
- Capital Gains Planning
- Retirement Accounts
- Life Insurance
- Alternative Investments