Year-Round Tax Planning
Although many people think tax planning occurs once a year leading up to April, it’s more important than ever to have year-round tax planning to help reduce tax liabilities and complexities regarding wealth. Grant Capital’s proactive staff helps clients save more of their money – all the while helping maximize investment benefits and minimize tax season surprises.
Just to name a few, our financial advisors recommend engaging with your tax professional to do an income tax projection before tax season, reduce tax liability by reducing taxable income, find ways to increase contributions to retirement and health savings accounts, and reduce capital gains on investments by exploring charitable giving options.
Grant Capital makes it a point to take holistic approaches to year-round tax planning for concierge clients.
How May We Assist You?
info@grantcapital.net
(913) 361-8281
7101 College Blvd, Suite 880
Overland Park, KS 66210