Filing Status

Purchases and expenditures

Deductions

Deferrals

Investments

Charitable Donations

Capital Gains

Estate Taxes

Retirement Plans

Tax Planning

Nothing is guaranteed in life except death and taxes. It Is your responsibility to plan for the payment of taxes and to make adjustments based on your age, investments and liabilities.

 

Tax Planning is an important part of a strong financial plan and Avina Financial can help you navigate the complex tax code to assist in lowering your tax burden as allowable by law.

Options to be considered

Tax saving strategies may include:

Splitting incomes among family members or legal entities

Deferring tax liabilities with investment strategies

Shifting income or expenses to another year

Using investments to produce tax exempt income

To ensure the efficiency of your taxes and make certain you are minimizing your tax burden, please schedule your complimentary meeting

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Avina Financial Group, Inc.

Ca Insurance license #0G06112

 

13006 Philadelphia St., Suite 305

Whittier, C A 90601

 

T: 562-464-3973

F: 888-488-1368

Investment advisory products and services are made available through Avina Financial Group, Inc., a registered investment adviser with securities offered through T.D. Ameritrade Institutional.

 

©2016 Avina Financial Group ::  Design & Layout by Phoenix Moirai

No portion of avinafinancialgroup.com may be copied, published or distributed in any manner for any purpose without prior written authorization of the owner.

Made with Adobe Muse

Filing Status

Purchases and expenditures

Deductions

Deferrals

Investments

Charitable Donations

Capital Gains

Estate Taxes

Retirement Plans

To ensure the efficiency of your taxes and make certain you are minimizing your tax burden, please schedule your complimentary meeting

Submitting Form...

The server encountered an error.

Form received.

©2016 Avina Financial Group ::  Design & Layout by Phoenix Moirai

No portion of avinafinancialgroup.com may be copied, published or distributed in any manner for any purpose without prior written authorization of the owner.