Tax Planning

Tax Planning

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The purpose of tax planning is to ensure that both our clients’ portfolio decisions and their retirement income distribution strategies receive the best possible tax treatment. In conjunction with your CPA or tax preparer, NCA will be by your side in helping to ensure that those objectives are met. We will help both you and your accountant with communication of taxable events and implementation of strategies. At NCA, our Financial Advisors consider year-round tax planning ideas. Our goal is to help you optimize the timing of either income or deductions, and highlight any changes in tax law that might affect the coming years.

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