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Tax Planning with Agili

At Agili, tax planning is an important service we provide to our clients. Tax planning is not tax preparation (or preparing tax returns). What do we mean by tax planning? We mean that when we make investment recommendations for a client, we always keep in mind the future tax implications of that investment. We take a long-term approach and make suggestions for lowering a client’s taxes over their lifetime — and not just in the current tax year.

We invite you to take our quiz, “Tax Planning vs. Tax Prep” to test your tax-related financial know-how!

Additional Tax Resources from Agili’s Blog

Tax News for Early 2022

IRS Issues New Tables for Calculating RMDs