Tax planning is essential to helping you successfully and legally reduce the amount of your tax liabilities. We can guide you in employing tax saving strategies, creating opportunities to maximize your after-tax income.
We’ll provide strategies designed to help you:
Defer income so that you can save money now and pay less taxes in the future
Lower taxes on your income so that you can keep more of your earnings
Lower taxes on your estate and gifts so that the beneficiaries can keep more of what you have given
Lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more
Tax laws are always changing. We are here to keep you up to date on the tax code and update your financial plan to potentially keep more of your money.
Questions about taxes?
IT DOESN'T COST YOU ANYTHING TO KNOW WHERE YOU STAND
Lewis Wealth Management Group 217-337-5584 2506 Galen Drive Suite 104 Champaign IL 61821
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Lewis Wealth Management Group offers Investment advice through Belpointe Asset Management, LLC, 500 Damonte Ranch, Parkway Building 700, Unit 700, Reno, NV 89521 (“Belpointe”). Belpointe is an investment adviser registered with the Securities and Exchange Commission (“SEC”). Registration with the SEC should not be construed to imply that the SEC has approved or endorsed qualifications or the services Belpointe offers, or that or its personnel possess a particular level of skill, expertise or training. Important information and disclosures related to Belpointe are available at http://www.belpointewealth.com/disclosure/. Additional information pertaining to Lewis Wealth Management Group and/or Belpointe’s registration status, its business operations, services and fees and its current written disclosure statement is available on the SEC’s Investment Adviser public website at https://www.adviserinfo.sec.gov/.