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Income & Estate Tax Planning

“Nothing is certain in life, except for death and taxes.” – attributed to Benjamin Franklin

While that statement may be true, it doesn’t mean you need to pay more than your fair share. We use advanced income and estate tax planning techniques that may help minimize your piece of the pie.

Here’s our offensive strategy:

  • Explore tax-deferring and tax-saving investments and insurance products
  • Maximize your tax-advantaged investment vehicles
  • Assess tax benefits of your qualified retirement plan

Our income and estate tax planning team will keep close tabs on your personal situation and continually seek tax saving opportunities in your portfolio. Call (608) 213-1968 for insightful financial advice in the Madison area or contact us online to schedule a complimentary consultation.

Looking for more tax-saving strategies? Learn how our charitable giving strategies could help benefit your portfolio here.

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

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