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Proactive Estate and Income Tax Planning Ideas


By Fairport Wealth


For your Consideration: Proactive Estate and Income Tax Planning Ideas


Our advisors carefully follow and plan around taxes, both income and estate — not only as currently constructed, but also keeping an eye out for future or pending tax laws and their impact on your specific tax situation, as well as the impact they may have on your investments.

Join Advisor Tom Seifert, CPA/PFS, as he discusses several key tax planning strategies that may benefit you and your family. It’s important to remember that these strategies are not a “one-size fits all” solution, and your individual situation will dictate the relevance and suitability of each strategy.

If you have any questions or would like to discuss any of the strategies Tom mentioned in further detail, please reach out to your Fairport or Luma Wealth team and we will be happy to assist.


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