What tax strategies should I consider?

Tax filing may look different in 2022, so it is best to be proactive and do what you can do to prepare.
Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.
Understanding tax strategies and managing your tax bill should be part of any sound financial plan. We are here to discuss what strategies may be best for your situation.
Treece Financial understands that taxes can be complex, so we separate each facet of tax planning into focused strategies.
We also have an extensive list of trusted accountants and attorneys we can refer you to for tax planning support.
Below are some of our methods that we use to analyze what may work best for our clients ...

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Filing Final Tax Returns for the Deceased
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