With respect to personal financial planning, tax planning occurs in a number of different categories:

  • Income taxes
  • Capital gains taxes
  • Estate taxes
  • Gift taxes

Together with your tax professional, we form a team that can help you understand and negotiate the various strategies that help your tax situation.

Click here to contact us today so we can begin or if you have any questions.

Please consult your tax and/or legal advisor before implementing any tax and/or
legal related strategies as IFP does not provide tax and/or legal advice.