Effective Tax Planning Under Regulatory Guidelines
Effective tax planning is necessary throughout the year and is a fundamental component in overall
financial security. In addition to preparing your personal income tax return, TEDOLDI & ASSOCIATES provides strategic solutions that reduce tax burdens and develop tax management
plans using the most current incentives available.
Building wealth requires a detailed analysis of your financial records to determine the tax
implications of your investments and holdings. By structuring the most appropriate combination of
assets within your portfolio, debt is reduced and income tax returns are optimized.
What are the tax planning strategies that TEDOLDI & ASSOCIATES implements?
TEDOLDI & ASSOCIATES tax planning services include several methods of financial structuring
that minimize liability. Tax loss selling, Income splitting, pension plan contributions, and determining
tax exempt investment income, are some of the strategies offered by TEDOLDI & ASSOCIATES tax
specialists that can reduce taxes owed.
The birth of a child, a marriage or divorce and other life changing events affect tax planning
strategies. TEDOLDI & ASSOCIATES helps you financially manage all of these to your advantage.
Clients are guided in their tax related decisions with regard to real estate transactions, cashing out
stock options and additional transactions that become significant at tax time.
For an in-depth review of the many benefits to be gained through strategic tax management contact