there are two points of view in this type of financial decision
TAX MINIMIZATION and INCOME MAXIMIZATION
USA a CPA/tax expert for the tax minimization. Most CPA's primary goal is to minimize taxes on events which may or have happened. Minimizing taxes is good, but can be counter productive to future income or investments. ie, you can pay 27% in taxes, and lose the 27% in asset pricing, and still have to pay tax if you sell, so tax planning is strictly a tax minimizing exercise. . .
Income generation is the opposite exercise of tax minimization, which is the strength of a CFP, or other financial planner. both have consequences, one has a longer term implications to your quality of life, the other doesn't
either way, the net effect is increased financial assets and security, since it came from an outside entity, so the total just adds to your current pile of financial assets. . .
good luck, but keep the perspective of who does what and how to use them together.
corporate finance guy
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