Tax Planning
We Work With Individuals and Families in All Phases of Life.
Your personal finances and investments can become overwhelming and complex. At Sampadha, our main goal is to simplify your financial life.
Tax Planning:
1. Finances Merged vs Finances Separated Benefits Analysis
2. Reviewing Annual Tax Returns
3. Plan for tax free, tax deferred, tax payable investments
4. Adjust strategies for tax changes
5. Tax Loss Harvesting
6. Capital Gains Harvesting Analysis
7. Strategies for accelrating / deferring business income
8. Tax Credit Analysis / Opportunities
9. HUF Benefits Analysis
10. Trust Benefits Analysis
Are we right for you?
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.