Tax planning

Our Partner, CJ Schlosser & Company

Investment tax planning involves evaluating how to best position assets in order to minimize the amount of taxes you have to pay on an ongoing basis. This requires year-round planning, and it begins with an in-depth understanding of the tax implications of various investments and investment strategies.  Since Investment Planners is partnered with CJ Schlosser & Company, LLC, we have the ability to help our clients minimize federal income tax liability.  We consider the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. Visit their website at


The home office Investment Planners, Inc. does not provide tax or legal advice and is not affiliated with C.J. Schlosser & Company, LLC.