Tracy A. MacKinstry, CFS

860.669.9900

Tax Planning

Tax planning is the process of examining various tax options in order to determine how to conduct business and personal transactions to reduce or eliminate tax liability. There are countless tax planning strategies available, but regardless of how simple or complex a tax strategy is,
MacKinstry Financial & Investments, LLC will help you: 

  • Grow and preserve assets; 
  • Defer income to keep your money now and pay less taxes later;
  • Reduce taxes on your income keeping more of what you make;
  • Reduce taxes on your estate so your family keeps more of what you have left for them;
  • Reduce taxes on your gifts so you can give more;
  • Reduce taxes on your investments to help grow your wealth faster; and 
  • Reduce taxes on your retirement distributions.
To discuss your tax planning needs, please contact us to set up a confidential, complimentary consultation.