Our clients own businesses throughout Tucson, Oro Valley, Phoenix and Scottsdale and their businesses range from CPA firms to animal hospitals. What they do have in common, are insights on what working with a financial/wealth advisor has done for them and their businesses.

Tax deferral allows you to postpone paying taxes on certain income until a later date, which can help you manage cash flow and potentially reduce your overall tax burden. Let's examine some of the best strategies to consider.