Tax planning

We find that there is great importance to employing effective tax planning strategies in the financial planning landscape because it enables you have more money to save, invest, or ideally, both.

When done properly, tax planning allows deferring or avoiding taxes by taking full advantage of the beneficial current tax-law provisions and increasing tax deductions or tax credits that are available under the Internal Revenue Code.

At Southport Capital, we utilize only the experience from our financial planners but also expertise from Certified Professional Accountants, thus creating fully comprehensive tax-efficient plans. Here are a just few of common tools used in tax planning:

  • Timing of income and distributions
  • Selection of investments and retirement vehicles
  • Creating tax-free distributions
  • Claiming tax deductions

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