Category Taxation

Joseph Grund

How to Reduce Your Taxes as you Prepare for Retirement

The recipient of the Diamond Ring Award from Ameriprise Financial Services, Inc. in 2013 in recognition for his achievements as a financial advisor, Joseph Grund has been working with the company since 2011. A graduate of Yale University, where he studied biology, Joseph Grund works with individuals to help them attain financial confidence through holistic […]


Tax planning for income

The goal of income tax planning is to minimize your federal income tax liability. You can achieve this in different ways. Typically, though, you’d look at ways to reduce your taxable income, perhaps by deferring your income or shifting income to family members. You should also consider deduction planning, investment tax planning, and year-end planning […]