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Tax Planning

Advanced planning strategies that maximize deduction capability, limit tax liability, and improve liquidity.

Minimize Tax Obligations

The largest drain on both corporate and personal resources over time is taxes. Unchecked, taxes can significantly reduce your company's available cash flow. Unrestrained, taxes can drastically diminish net investment returns.

There are roughly 1,100 federal and state tax incentives and rebate programs. However, less than 5% of CPAs are specifically trained to assist their clients in maximizing these incentives and allowances. Kingstowne Advisors' team of nationally-recognized, advanced tax specialists assists our clients in developing integrated, proactive plans that minimize their tax obligations.

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