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Glossary Definition

What is Tax Planning?

Tax planning is the process of analyzing a person’s or company’s financial situation and applying strategies to pay the lowest amount of taxes based on their facts and circumstances. Tax planning considers many factors, including cash flow, timing and reporting of income, tax credits, deductions, investments and expenditures. At its core, tax planning is about understanding how business and life decisions affect most people’s largest expense — taxes.

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Corvee Blog

Read the latest tax planning thought leadership from Corvee.

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Tax Planning Strategies

Our team of tax experts has scoured tax rules and regulations to create detailed tax strategies you can use to find savings for your clients.

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Corvee Blog

Read the latest tax planning thought leadership from Corvee.

View Blog

Tax Planning Strategies

Our team of tax experts has scoured tax rules and regulations to create detailed tax strategies you can use to find savings for your clients.

View Strategies

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