Tax Planning

Tax Planning

Tax Planning

Tax Planning

Having a higher net worth requires a different approach to tax planning. At Accurate Family Office, tax planning is a year-round conversation as income and gains are recognized, transactions contemplated and tax laws changed. Planning for investment income is essential and made easier because our integrated team of investment and tax professionals work together toward creative strategies to help ensure your tax liabilities do not diminish the value of your investment earnings in the long term. We also help by advising on optimal ways to structure your entities in order to minimize your overall tax liability.

Services

Advise on Impact of New Law Changes

Choice of Entity Analysis & Maintenance

Transaction Analysis

Residency Tracking

State & Local Tax Nexus Analysis

International Tax

Tax Withholding Analysis

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© 2023 Accurate Advisory Group Inc. All Right Reserved.
© 2023 Accurate Advisory Group Inc. All Rights Reserved. Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Testimonials are from Accurate Advisory Group customers, and they were not compensated.

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