Tax Planning Strategies

Nearly all financial decisions have tax ramifications. Tax liabilities associated with investment, estate, gift and real estate taxes, among others, can take a toll on your wealth. Our team of experienced professionals can help coordinate the various aspects of your financial plan to maximize tax-efficient planning strategies in line with pursuing your overall financial goals.  

We are always happy to work with your CPA or other tax professionals, or refer you to professionals we work with on a regular basis. This can help to ensure your tax planning needs are fully addressed across all aspects of your finances, including year-end planning and estate planning.

Tax services are not offered by LPL Financial or affiliated advisors. 

Securities offered through LPL Financial, Member FINRA/SIPC. 
Investment advice offered through Leicht Financial Planning & Wealth Management, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states:
NY, NJ, PA, IL, NH, MA,  MD, VA, NC, SC, FL, TX, NV, CA, KS

Website Design For Financial Services Professionals | Copyright 2017 AdvisorWebsites.com. All rights reserved