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Tax Efficiency

A financial process is said to be tax efficient if it is taxed at a lower rate than an alternative financial process that achieves the same end.

There are numerous estate tax reduction techniques recognized and accepted by the IRS today.  Each one has advantages and disadvantages which need to be measured against the clients’ desired result.   Helping clients realize income and estate tax benefits require intimate knowledge of the income, estate, and charitable tax codes. 

TailorMade Financial does NOT operate in the gray.  Any business or individual tax reduction techniques used are done so with a clear cut understanding and backing of the IRS tax laws.