Tax Smart Investing & Planning

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9870 Research Dr
Irvine, CA 92618
+1 (714) 510-2558
https://taxsmartinvesting.org

Tax Smart Investing & Planning, located in Irvine, CA, specializes in wealth management with a strong emphasis on after-tax outcomes of investments. The firm aims to transition clients from a traditional reactive financial model to a proactive approach, ensuring optimal tax efficiencies in asset allocation and investment strategies.

Focused on the unique needs of small business owners, business professionals, and retirees, Tax Smart Investing & Planning emphasizes the importance of integrating tax implications into all financial decisions. By collaborating closely with clients and their CPAs, the firm seeks to enhance wealth development and preservation while minimizing tax liabilities through strategic planning.

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United States›California›Irvine›Tax Smart Investing & Planning

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