Broker Check

Tax Strategies

“…in this world nothing can be said to be certain, except death and taxes." – Benjamin Franklin

Taxes can negatively affect your financial plan. However, strategies exist to help ease the pain.


Your Puzzle Advisor will coordinate directly with your CPA or help you find a new one using our interview process.  From there, with the guidance of your trusted Tax professional, we will review the following strategies with you:  

- Tax-Loss Harvesting 

- Executive Compensation Strategies

- Estate Tax Reduction: Gifting, Donating, Insurance and/or Trust Formation

- Income Deferral/Elimination: Utilize vehicles such as 401k's, IRAs, ROTH IRAs, HSAs, 529s and more

The Facts About Income Tax

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.