Broker Check

Tax Reduction Strategies

The goals of tax planning is to arrange your financial affairs so as to minimize your taxes. Our Confident Vision team of advisors have decades of experience partnering with CPAs and/or attorneys to introduce clients to a number of "Tax Reduction Tools." We primarily work with business owners to utilize these strategies.

Retirement Plans can be excellent vehicles for accumulating savings and reducing current income taxes. They are often referred to a qualified plan. The "qualified" relates to the fact that they are tax-qualified - the contributions are tax deductible. To be tax-qualifies, the plans must meet specific rules outlined int he IRS regulations. Click here to read our whitepaper. "Qualified Plans: A Short Explanation."

Read our whitepaper, "Qualified Plans: A Short Explanation"