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Tax Planning

Minimizing Your Liabilities Within the Law

A good tax strategy limits your exposure to tax liability, without exposing you to government scrutiny or penalties. At Shea & McMurdie, our professionals analyze your income, estate, inheritance and gift taxes in the context of creating a proactive plan that lets you keep more of your hard-earned dollars by paying less in taxes. Each consideration is made in light of your individualized financial goals and objectives. And to help ensure the intent is clearly reported and acted upon, we communicate closely with tax advisors to help protect your wealth, while possibly reducing your taxes.