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Tax Strategies

Minimizing Taxes to Maximize Your Growth

Almost every financial decision you make can have tax implications. At Laurus Financial Group, LLC, we strive to make sure to keep those implications in mind for every part of your financial plan. From reducing capital gains tax on your portfolio to reducing taxes on your retirement income, we look for strategies that will aim to allow you to keep more of what you earn.

Skilled, Independent Advisors

If you work with a CPA or other tax professional, our team will gladly work with them to address your financial plan and your tax planning are properly aligned and fully coordinated. By communicating and collaborating with you and your other professionals who advise you, we can address all aspects of your finances are working in tandem to pursue your goals.

Don’t have a tax advisor? We can refer you to tax professionals we work with on a regular basis.

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Counteracting Capital Gains with Tax-Loss Harvesting

You may have heard the phrase "tax-loss harvesting." A financial professional may be able to provide some guidance.

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Filing Final Tax Returns for the Deceased

The federal government requires deceased individuals to file a final income tax return.

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