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Tax Planning

Planning to reduce taxes is a critically important part of the overall financial planning process. That’s why we work closely with your tax advisor to help manage tax liabilities by choosing tax-efficient strategies.

Some of the areas we can help you with include:

  • Managing capital gain tax exposure
  • Maximizing contributions to tax deferred accounts
  • Gift tax and estate tax avoidance

Ford Financial Group and LPL Financial do not offer tax services.