Tax Planning

The following link is for educational and illustrative purposes only and should not be considered as either individual advice or as a substitute for accounting, legal and other professional services.  Always consult a competent professional for answers specific to your questions and circumstances.

Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency, with the elements of the financial plan working together in the most tax-efficient manner possible. Tax planning is an important part of a financial plan, as reducing tax liability and maximizing eligibility to contribute to retirement plans are both crucial for success.


To find out more about tax planning services offered through RFG, contact us at (818) 330-9610 or email This email address is being protected from spambots. You need JavaScript enabled to view it.