(877) 829-9227

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COMPLIMENTARY CONSULTATION
COMPLIMENTARY CONSULTATION

(877) 829-9227

Speak with an advisor toll-free
فارسی

Our financial advisors pay critical attention to taxes during every step of your financial planning process.

Tax Efficiency

Tax Diversification

Tax Harvesting

Deduction Maximization

Our clients benefit from a financial plan that integrates tax efficiency which helps them minimize their tax liabilities and remove the uncertainty of changes to the tax laws.

In today’s ever-changing tax environment, proper planning for tax exposure is essential in protecting the hard-earned assets of our clients. Kanani Advisory Group offers advanced analysis and planning solutions to diversify and limit our clients’ tax liabilities while maintaining compliance within the complex regulatory environment. We provide our clients with tax preparation, forecasting, filing, and tax planning services through our network of experienced tax professionals. Our clients also enjoy access to advanced tax software that helps identify strategies to maximize their deductions and/or limit the future taxation of their assets. Our focus and expertise related to taxes enhance overall performance and real returns by creating more tax efficiency.

Our Tax Planning process works year-round on your behalf, our goals are to:

• Reduce tax liability through tax efficiency planning
• Increase present value of investments with tax deferral strategies
• Forecast your tax obligation, or refund, well in advance of the due date so you’re prepared with the funds you need and avoid paying interest and penalties.
• Minimize tax impact of business operations through smart structuring and planning
• Optimize international tax exposure
• Shelter real estate investment gains through qualified 1031 exchange accommodators

KAG 3-STEP TAX PLANNING REVIEW

The 3-Step Review can help assure you that your retirement income and investment plans are focused on your concerns and desires.

STEP ONE

The first step of our complete look-forward review of your tax return is to determine your current tax situation. We’ll identify things like phantom income, insufficient uses of taxable and tax-deferral strategies, as well as detect missed opportunities for offsetting gains and losses. This could be as simple as selling a losing stock to offset a capital gain on a mutual fund that you may have missed by waiting until it was too late. Our 3-Step Review can help you improve your strategy to lower your taxes.

STEP TWO

The second step is an income analysis to determine if you are using your income sources suitably and in the most tax-efficient method. We’ll also determine if you have adequate income to meet your future needs and the ever-increasing cost of inflation. This may be different than general economic inflation rates as each person’s rate is different based on how you spend your money.

STEP THREE

The third step is a risk analysis to make sure your investment risk exposure is one you are comfortable with and is in line with your asset allocation strategies. Research shows that people may make poor decisions, receive lower rates or incur more losses when they have more risk than that with which they are comfortable. A simple set of questions we use in our 3-Step Review will help assure you of what your risk comfort level is and help you avoid losses you are not prepared to handle or of which you were not aware.

LOOK FORWARD AND TAKE CONTROL WITH A 3-STEP REVIEW.
A COMPLETE EXPLORATION OF WHAT YOU WANT YOUR MONEY TO DO FOR YOU IS A VERY IMPORTANT STEP.

The benefit of our 3-Step Review process is that it can apply to any financial decision or concern you have; it helps you to be more confident that the financial decisions you make are right for you. You will learn what questions to ask before making any financial decision and identify ways to assure your decisions are in your best interest.
Our 3-Step Review will also help determine what your next steps should be or what other areas need reviews, such as your estate plan, long-term care issues, charitable planning, and more.

We can also refer you to professionals who provide the following services:

Trusts | Probate | Charitable Giving | Estate Planning | Tax Planning

The Next Step?

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REGISTER FOR A WEBINAR

Or give us a call at (877) 829-9227

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CONTACT US

Phone: (877) 829-9227

Fax: (949) 502-7006

Email: info@KananiAdvisoryGroup.com

Location: 16510 Bake Pkwy., Suite 100 Irvine, CA 92618

Form ADV Part 2A – Firm Brochure

Form ADV Part 3 – Client Relationship Summary

Investment advisory services are offered through Kanani Advisory Group, a Registered Investment Advisor. David Kanani CA License #0B34918, Neda Kanani CA License #0L51510. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges, and holding periods which vary by the insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The National Ethics Association (NEA) is a paid membership organization. All NEA Background-Checked members have successfully passed the annual seven-year background checks for criminal, civil, and business violations in order to meet the membership standards. However, the association provides no guaranteed assurance warranty of the character or competence of its members. Always make financial decisions on the basis of your own due diligence.

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