We believe providing tax smart advice for strategies to produce tax free income is the foundation of all fiduciary decisions since savers only get after-tax or tax-free income from their savings.
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Is Tax-Free Income Planning… Un-American?
“In America, there are two tax systems: one for the informed and one for the uninformed. Both are legal.”
Chief Judge Billings Learned Hand - US Court of Appeals – 2nd Circuit (1872 –1961)
Is Tax-Free Income Planning… Un-Patriotic?
“Anyone may arrange his affairs so that his taxes shall be as low as possible; he is not bound to choose that pattern which best pays the treasury. There is not even a patriotic duty to increase one's taxes. Over and over again the Courts have said that there is nothing sinister in so arranging affairs as to keep taxes as low as possible.”
Chief Judge Billings Learned Hand - US Court of Appeals – 2nd Circuit (1872 –1961)
Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.