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In-House Strategic Tax Planning

Our tax expertise includes maximizing tax-deductible retirement contributions and using lower-income years between working and taking required minimum distributions (RMDs). We also utilize tax-loss harvesting services to efficiently manage investments, real estate and concentrated stock within your portfolio. Plus, we offer advice to maximize tax benefits of charitable donations and gifting to heirs. Download our comprehensive tax planning guide or visit bakerave.com/tax-planning.

Examples of Tax Strategies to Meet Your Goals

It’s Not Only What You Earn, It’s What You Get To Keep

"Our Enrolled Agents (licensed by the IRS with the highest tax credentials) are there by your side to provide expertise in tax mitigation strategies."

Gerry O'Connell, EA

Tax Planning Partner

Interested in learning how BakerAvenue can help reduce your tax exposure?

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Your Comprehensive Tax Planning Booklet