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Tax Planning

Many investment, risk management, estate planning, and cash management strategies have taxable consequences that affect your overall financial health. Understanding those consequences and developing strategies to effectively minimize or mitigate your tax liability is a critical part of your total financial plan. AGH Wealth Management’s affiliation with CPA and advisory firm Allen, Gibbs & Houlik, L.C., provides access to one of the largest tax teams in the region to help integrate the tax ramifications and strategies in your personal plan. Some of these strategies include:

  • Business tax-saving strategies
  • Personal tax-saving strategies
  • Tax harvesting investments