From income taxes to capital gains taxes, the tax code is full of taxes designed to prevent you from building your wealth. If that were not bad enough, it is also full of taxes designed to tax your estate at both the federal and state (in many states) level.
Fortunately, there are many Tax Planning strategies that provide immediate tax benefits. Some of these benefits are one-time benefits, while others provide tax benefits year after year and for multiple generations.
Engage Skloff Financial Group to develop and implement a tax plan plan to optimize your tax benefits. We partner with your tax preparer or estate attorney or refer you to a tax preparer or estate attorney to develop all required tax documentation.
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7682 Santa Margherita Way
Naples, FL 34109