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Tax Planning

Our primary goal in managing your wealth is to help you achieve your retirement or accumulation goals. Which is why tax planning is so important.

Tax planning considers the implications of individual, investment, and business decisions, usually with the goal of minimizing tax liability. Although decisions are rarely made based solely on their taxable impact, we are always cognizant of the income, capital gains, estate, and business tax issues involved in any particular situation.

Attention to taxes often influences the timing of investment purchases and sales. We undertake gift tax planning, life event planning, business tax planning, income tax planning, and investment tax planning. The taxable consequences of any action we take are carefully weighed.

Although financial professionals can perform many tax planning functions, some activities require the expertise of an accountant or a CPA. We may work closely with a taxation specialist to focus on your tax planning.

Tax planning is a critical component of wealth management. A good taxation strategy will be well-coordinated with your overall plans for business, investments, risk management, and retirement.


Valley Forge Wealth Management, Inc. does not provide legal or tax advice. You should consult a legal or tax professional regarding your individual situation. 

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