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| Tax Planning |
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We analyze your current tax situation and recommend the most optimal way to reduce your tax liability. We look at four key areas:
1. Maximizing your deductions
2. Minimize taxes by:
 a. Maximizing long-term capital gains
b. Utilizing a buy and hold strategy on financial assets
c. Deferring taxes until you sell your asset
d. Managing your investment portfolio on a tax-efficient basis
3. Deferring taxes and maximizing tax-free vehicles
4. Utilizing tax-exempt income
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DaVinci Financial Planning, Inc. is based in Colorado Springs, CO. Certified Financial Planner (CFP) Denisa Tova can show you how to implement a tax plan that is right for you. Integrating a good tax plan along with a solid investment strategy will help you to build wealth at a much faster pace.
We offer our Full Service Financial Planning Services to residents in the Denver, CO and Colorado Springs Area.
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Schedule your confidential consultation today:
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719-634-6944
303-625-4071
Skype: denisatova
Email: denisa@davincifp.com
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Thank you in advance for your most kind referrals.
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