Tax Planning
Tax laws for Federal and State change frequently
and knowing how best to take advantage of new rules is important to minimizing your tax exposure and maximizing your return. Our team of professionals will consult with you during the year and again at tax time to review your specific situation and to make targeted recommendations.
Example areas that we assess to help reduce tax liabilities:
- Timing of retirement fund contributions
- Funding college expenses
- Maximizing itemized deductions
- Optimizing Personal and Business Deductions
- Minimizing health insurance and health care costs after retirement by maximizing tax credits and subsidies
Contact Info
4710 W. Saginaw Hwy., Suite A
Lansing, MI 48917
517-323-2063
hmartin@wminstitute.com
Disclosures
Investing involves risk including the potential loss of principal. Consider your risks and objectives before investing. This is for informational purposes only and should not be construed as tax advice. Consult your tax advisor regarding your specific situation.
Securities and advisory services offered through Madison Avenue Securities, LLC, a Registered Investment Advisor, member FINRA and SIPC. Advisory services also offered through Wealth Management Institute, Inc., a Registered Investment Advisor. Wealth Management Institute and Madison Avenue Securities, LLC are not affiliated entities. Frank Cherniawski is securities registered in: AZ, CA, CT, FL, GA, IN, MI, MO, NC, OH, WA and Advisory Licensed in CA and MI with Madison Avenue Securities, LLC. Please inquire with the advisor about your state prior to further discussion or any decisions.
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California Disclosures
Frank Cherniawski, Certified Financial Planner, is filed with the Commissioner and has not been disapproved. Personal state of domicile and principal place of business is Michigan. California Insurance License Number: 0B81627.
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