It's not what you earn—it's what you keep. At Acorn Wealth Advisors, we recognize that retaining more of your wealth can help you achieve your goals more quickly and effectively.
As we develop your investment strategy, we take advantage of a number of levers that can help minimize your tax liabilities. They include:
We work with your CPA and estate-planning attorney, or recommend trusted partners, to ensure that you pay the minimum taxes required by law. Using a coordinated approach, we help clients take advantage of tax-free gifting strategies and other tools.
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