TAX PLANNING

Which Tax saving strategies are
you mostly interested in?

Income Tax Reduction

With our dedicated guidance, you can take advantage of tailored income tax reduction strategies, ensuring you optimize your financial position and keep more of your hard-earned money in your pocket.

ROTH CONVERSIONS

When does it make sense for you to convert your Traditional IRA to a Roth IRA? The most difficult aspects of deciding whether or not to convert your Traditional IRA to a Roth IRA is when to realize the tax penalty, and if it makes sense for you and your retirement plans.

CAPITAL GAIN STRATEGIES

Ways to sell highly appreciated capital assets, including businesses and real estate, that allow you to defer, reduce & eliminate taxes. Little known parts of the tax code that most financial and tax professionals are unfamiliar with or don’t have the opportunity to use on a regular basis.

Have a Question? Contact Us

Please submit your contact info and a short message here explaining your situation and what you are looking for. We will be in touch soon about what we may be able to do for you. We look forward to working with you!

ADDRESS:

1408 Piedmont Way

Tallahassee, FL 32308

CONTACT:

P: (850) 566-7999

E: ross@rossbrannon.com

Ross Brannon is a Registered Representative of Coastal Equities, Inc. and an Investment Advisory Representative of Coastal Investment Advisors, Inc. Investment Advisory Services are offered through Coastal Investment Advisors, Inc., and securities are offered through Coastal Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801.

Coastal and CoastalOne are trade names for the Coastal Companies. The Coastal Companies are Coastal Equities, Inc., Coastal Investment Advisors, Inc., and Coastal Insurance Services, which consist of several affiliated insurance agencies.

The information provided herein is for educational purposes. To take advantage of the tax strategies available it is important to discuss your needs with a financial professional like Ross Brannon who is registered to provide the tax strategies available and how they can be used to help you reduce your taxes legally. To take advantage of the tax strategies available you must be an accredited investor which means you must have a net worth of over one million dollars or as an individual have income over two hundred thousand dollars a year for the past two years or married an income of three hundred thousand dollars for the last two years. We are required to verify that you meet this rule prior to making any purchases. Ross Brannon is not a CPA or Tax Attorney his job is to find the tax strategy that works best for you that falls within the IRS codes”