Tax Planning

– Coordinating with your CPA to help minimize your tax liability –

We readily stay up-to-date with current tax law and potential changes to the tax law. While we are not CPAs, we prefer to work with your CPA to coordinate our tax planning strategies to help reduce your taxes, if applicable.

Investment Concepts, Inc. Elite Advantage: To provide proactive tax guidance utilizing both products and tactical strategies to minimize your tax liability.

We start the process of analyzing your tax options by:

  • Taking a looking at your tax return to highlight opportunities for tax reduction
  • Incorporating any tax law changes to your portfolio when tax laws change
  • Having complimentary consultations on an-going basis with your tax preparer on an as-needed basis
  • Recommending tax solutions including tax-advantaged investments when appropriate

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*SagePoint Financial, Inc. does not offer tax or legal advice.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Investment Concepts, Inc. and SagePoint Financial, Inc., make no representation as to the completeness or accuracy of information provided at these sites. Nor are the companies liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Investment Concepts Inc., website and assume total responsibility and risk for your use of the sites you are linking to.

Tax Planning Fact Sheets

Below you will find regularly updated articles related to various financial concepts and strategies reflecting the most up-to-date facts, figures, legislation, economic trends that affect your financial well-being:

Tax Planning Calculators

Our financial calculators are designed as educational tools to help you estimate answers to common tax planning questions.


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