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Pinnacle Advisory Group — The Wealth Management Advisors
An industry leading wealth management advisor, providing comprehensive financial planning help and risk managed investing.
Pinnacle Advisory Group -- The Wealth Management AdvisorsPinnacle Advisory Group -- The Wealth Management Advisors
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  • Our Services
    • Private Wealth Management
    • Comprehensive Financial Planning
    • Risk-Managed Investing
    • Pinnacle’s onPoint Financial Planning Solution
    • Our Investment Philosophy
    • Our Clients
    • Our Fees
    • Get Started
  • About Us
    • Our Firm
    • Our Staff: Maryland Headquarters
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    • Careers
    • Frequently Asked Questions
    • Disclosure
    • Our Privacy Policy
  • Education
    • Blog
    • Pinnacle Quarterly
  • Videos
  • For Clients
    • Maryland Office
      • The David Kauffman Wealth Management Team
      • The Deb Kriebel Wealth Management Team
      • The Mason-Beren Wealth Management Team
      • The Mike Green Wealth Management Team
      • The Mindy Gasthalter Wealth Management Team
      • The Troll-Hamolia Wealth Management Team
      • The Josh Rivers Wealth Management Team
    • Florida Office
      • The Andy Krone Wealth Management Team
      • The May Cheung Wealth Management Team
      • The Raoul Rodríguez Wealth Management Team
      • The Stephen Wright Wealth Management Team
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Daily Archives: September 30, 2017

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Five Ways To Manage Taxes Through Financial Planning

Articles, Financial PlanningBy Michael GreenSeptember 30, 2017

As financial advisors, we recognize that the outcomes on an income tax return are the culmination of many occurrences and decisions. Tax efficiency is a vital part of a financial plan at every stage, and so we approach tax planning as both a year-round and lifelong process. With that in mind, here are five areas…

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