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    Developing the Right Tax Plan

    Tax planning is an important component of your overall financial plan. Careful planning throughout the year can assist in reducing the taxes you pay and help you achieve your financial goals.

    Tax planning usually involves strategies to minimize your income tax liability by, for instance, deferring income, maximizing deductions and deductible expenses for a particular year, and selecting tax-advantaged structures and investments.

    The Reliance Advantage

    Reliance Trust works with you to develop a tax plan that is integrated with your total financial plan and driven by your overall financial goals. By developing and implementing appropriate strategies to lessen or shift current and future tax liabilities, you can improve the prospects of meeting your short- and long-term financial objectives.