02 Jul 2018

What We Do-Taxes and Estate Planning

July 2, 2018

Taxes and Estate Planning

We will discuss your current estate plans to determine if they need to be updated. Then we’ll review the tax implications of your investments, keeping a keen eye on maximizing tax efficiencies. Buoyant Financial will work hand-in-hand with your current accountant and attorney, or assist with finding you the right professionals to fill those roles.

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