Understanding tax strategies and managing your tax bill should be part of any sound financial approach. At Stirling Capital, we help hardworking individuals and families in Northwest Ohio develop tax-efficient strategies that protect more of what you’ve earned.
Nobody wants to pay more taxes than they have to. Our tax planning solutions help hardworking individuals and families like yours make tax-smart decisions throughout the year.
Planning for taxes in retirement is crucial for maintaining your desired lifestyle. We navigate the complex rules around 401(k)s, IRAs, and pension distributions to help maximize your retirement income.
Small business owners face unique tax challenges and opportunities. We optimize your business structure, compensation, and retirement plan contributions to help reduce your overall tax liability.
Tax laws are complex and constantly changing. What worked last year might not be the right approach today. We stay up-to-date with the latest rules and regulations so you don’t have to.
We utilize strategic tax planning to help preserve more of your hard-earned wealth.
We work closely with qualified tax professionals to provide advice that aligns with your overall financial plan.
We don’t just look at this year’s return — we help you make decisions that benefit your financial future for years to come.
Tax planning is most effective when coordinated with your overall financial plan. Discover how our other services work together with tax planning to help you achieve your financial goals.
At Stirling Captial, we help hardworking families in the Toledo area navigate the ever-shifting rules and regulations around taxes, turning complicated tax code into clear tax strategies.
Our team understands the tax challenges that individuals and families in Northwest Ohio face. We take the time to understand your specific situation and develop strategies to help protect your wealth.
Stay current on tax law updates and strategies that can benefit your financial situation and goals throughout the year.
Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Stirling Capital are not affiliated. Registration does not imply that the Firm is recommended or approved by the United States government or any regulatory agency. Registration with the United States Securities and Exchange Commission or any state securities authority does not imply any level of skill or training. IFP may only transact business or render personalized investment advice in those states and international jurisdictions where it is registered, has notice filed, or is otherwise excluded or exempted from registration requirements. The purpose of this website is for information distribution only and should not be construed as an offer to buy or sell securities or to offer investment advice. Past results are no guarantee of future results and no representation is made that a client will or is likely to achieve results that are similar to those described. An investor should consider his or her investment objectives, risks, charges and expenses carefully before investing. Please refer to IFP Advisors LLC ADV Part 2.
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