Tax-Efficient Strategies

In the tax and legal environment, proper planning is key to protecting client’s hard earned assets while two things are inevitable in life; Death and Taxes. Rising taxes may be a concern for anyone — especially for individuals approaching retirement. Having a solid strategy in place for how you will pay taxes on your retirement income can be an important component to living on a fixed income and avoiding surprises come tax time. At Mak Legacy Insurance Solutions we want to help our clients maximize the opportunities that the Internal Revenue Code has allowed for individuals and companies to minimize tax liabilities, and help our clients to plan and prepare for tax and legal needs to reduce tax and legal burdens down the road. With experienced tax attorneys, CPA as well as estate planning attorneys, Mak Legacy Insurance Solutions team is able to help our clients plan and prepare for tax consequences related to their overall assets. With a specialty in advanced business planning Mak Legacy Insurance Solutions utilizes pension plans and retirement plans to maximize savings and minimize income taxes for business clients.

Our firm is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice.
You should consult a legal or tax professional on any such matters.