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Why tax planning should be part of your financial plan

March 30, 2023 • 
WealthSouth
Sponsored by
WealthSouth's Bud Watson sits and looks at a computer

The goal of tax planning is to reduce your overall tax bill, not just for this year, but to reduce your lifetime tax burden.

Photo provided by WealthSouth

Spring is in the air, which means it’s tax season — and Bud Watson, a CPA and Senior Wealth Management Advisor at WealthSouth, wants you to rethink how you approach your taxes.

For optimal results, tax planning should be integrated into your overall financial plan. Hint: Effective tax planning can improve investment returns and help retirement planning.

Learn more from WealthSouth about the tax planning process and how an advisor can guide you in the right direction. Talk taxes to me.*

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