Tax Management

Taxes are a necessary part of life, but they don’t have to be such a burden. There are various tax management and preparation techniques and methods that can be used to reduce the amount of taxes you pay and optimize the deductions and credits available to you, both today and in the future. While CPAs and tax planners are an essential part of tax planning year-to-year, it is also important to consider the long-term taxable effects of your investment and retirement savings decisions. In doing so, you may set yourself up to have enormous tax control in retirement when you likely will need it most.

Note: NPC does not provide tax advice.

Advisory services provided by TrilogyCapital, Inc,. a Registered Investment Adviser. Separate advisory and securities services may be provided by National Planning Corporation (NPC), a SEC Registered Investment Adviser and broker-dealer. Member FINRA and SIPC,. Certain registered representative with NPC are doing business under the name of Trilogy Financial. TrilogyCapital, Inc. and Trilogy Financial are affiliated by common ownership and are separate and unrelated to NPC. Please consult with your representative to confirm, on which company’s behalf services are being provided.