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Maximize your Returns: Our Tax Review Checklist

2024-11-07T13:22:21+00:00Income Tax|

Each year as you file your tax returns ask yourself this simple question “are you maximizing the best tax strategies to retain your income?”. If you answered no, rest assured our tax review checklist can help guide you to make the most of your tax results. To fully maximize your potential distributions for future years, rely on our certified financial experts at Park Place Financial.

7 Ways to Lower Your Tax Liabilities with the Help of a Financial Planner

2024-11-07T13:22:23+00:00Income Tax|

Along with big life changes, adjustments to the tax code can affect the best-laid financial plans. Making timely adjustments to your tax strategies under the guidance of your financial planner can help ensure you’re maximizing returns and minimizing the tax liabilities that will cost you more in the long run. While taking advantage of the income tax planning services provided by Park Place Financial,

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Park Place Financial and any other entity listed herein are not affiliated with Kestra IS or Kestra AS.

This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdiction in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5KESTRA. (844-553-7872).

Any web site links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.