Do you know anyone that enjoys paying taxes? How about someone that likes paying too much in taxes? While Mullooly Wealth Planning is not a CPA firm, we will review your situation to ensure that you are taking advantage of the current tax laws, investments and vehicles to help reduce your tax burden, either currently or for your estate. We will then work with your CPA to integrate these tax strategies into your portfolio. If you do not have a CPA we will work with you to find one that best suits your needs and budget.
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