Choosing the Right Tax Professional

Managing taxes during retirement might be the single most critical factor influencing your retirement lifestyle. As you transition from working for an income to withdrawing income from your savings and investments, you might have questions: How can I maximize my income while minimizing income taxes in retirement? How will my Social Security be taxed? Should I be concerned about capital gains taxes when I retire? As we kick off the New Year, it is a great time to evaluate and choose a tax professional who can answer questions such as these and help you with your tax planning needs all year long.

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For professional assistance with tax planning strategies or a referral to one of our trusted tax specialists,
please contact our office at 516-294-5287 to schedule a time to discuss your needs.