Tax Planning
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Not only is one of our principals a CPA, RFA has strategic partnerships with best in class CPA firms nationwide. Our firm utilizes their exclusive teams of CPA’s to assist in providing tax planning and proactive tax planning strategies. Proactive tax planning allows our clients the opportunity to minimize tax burdens and build a solid foundation of tax reduction strategies that can result in years of tax savings.
Based on our strategic partnerships, we will implement a sound, well-thought-out financial strategy to minimize year-to-year tax liabilities and provide the opportunity to maintain your current standard of living throughout retirement. The recently enacted estate tax legislation has dramatically changed estate taxation in 2011 and 2012, and opens the door for new planning techniques.
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