And key to wealth management is having a financial plan that not only takes into consideration ways to reduce tax outlays in the long term, but how much you need to pay now and in the future. A good tax plan also takes into account laws that will impact your taxes. For families, especially those with children, it’s important to know how these laws may impact your financial plan.

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Our Advisors helps you be strategic in your tax planning. When you work with an accountant to prepare your taxes, or if you file your tax return yourself, you look at the past year and how your finances were impacted. But what if you could know what your taxes are going to be at the start of each year?