What we think

What tax planning strategies advice do you offer?

by Peter J. Creedon

Advice may include ways to minimize current and future income taxes as part of your overall financial picture. A recommendation will be offered as it pertains to the type of accounts or specific investments should be owned based in part on your “tax efficiency” with consideration that there is the possibility of future changes to federal, state or local tax laws and rates that may impact your situation. Note* Crystal Brook Advisors is not a Certified Public Accountant (CPA), or provide Legal advice consult your accountant or attorney for further questions.