Tax Planning

“Nothing can be said to be certain, except death and taxes”
– Benjamin Franklin

Taxes, although inevitable, can be intricate and constantly evolving. Therefore, it is crucial to consistently monitor how changes in tax legislation and personal circumstances may affect your tax obligations.

Our tax planning encompasses effective strategies to minimize tax liability. By collaborating with tax professionals, we ensure that you operate in the most tax-efficient manner possible, maximizing after-tax returns for our valued clients.

What To Expect

Education on the basic components of income taxes in a simplified way that is easy to understand
A thorough review of the previous year's tax returns to ensure consideration of all relevant aspects.
Discussion of the tax status of various account types and the taxation applied to distributions from those accounts.
Exploration of potential tax credits and deductions that you may not currently be utilizing.
An analysis of the potential tax implications associated with future financial decisions, such as buying or selling property or investments.
Recommendations for investment strategies to optimize after-tax returns while minimizing tax liabilities.
Guidance on retirement planning considering the tax implications on different retirement savings accounts.
Updates on the latest changes in tax legislation and how they may affect your financial situation.
Guidance for estate and gift tax planning strategies.

Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.

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Connect With Us

Nicole Faith Narkus

AAMS®, ChFC®, CFP®

34611 Woodward Ave
Birmingham, Michigan 48009

Email: [email protected]

Connect With Us

Nicole Faith Narkus

AAMS®, ChFC®, CFP®

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, Certified Financial Planner^™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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