The U.S. tax code is not easy. It is full of traps and loopholes that most taxpayers are not equipped to manage. There are tax implications in almost every area of our financial lives. Whether spending or saving, taxes will have a direct impact on wealth. Our job, as your Benjamin Advisory Group/Wealth Teams Coach, is to help you find the best solutions to problems presented by a complicated tax system when applied to your personal circumstances.
The approach of Benjamin Advisory Group includes relationships with qualified tax professionals and Certified Public Accountants who understand the complexities of the tax code and can review your tax returns to determine if there are opportunities to reduce your tax outlays. We are mindful of tax consequences in our planning and make recommendations to reduce their impact. We cannot eliminate taxes, but we can often minimize them.
Through our alliance of advisors who know your personal story, we will make recommendations to help you retain more of your income without sacrificing control or appreciation.