At Vestboard, we believe that proper planning is essential to your success long after you are retired.
“Beware of little expenses; a small leak will sink a great ship”. Benjamin Franklin
Properly minimizing taxes
Categorizing and minimization
Where is your proper tax home?
Structuring agreements that benefit you.
While cash is coming in, tax planning is vital.
Are you capturing everything?
Following the rules avoids potential scrutiny.