Included in Pro
See how you could save tax
Tax strategies are ways to lower your tax that fit your facts, each with an estimated saving to plan with and take to an advisor. The savings are estimates for planning, not tax advice.
What it does
- Each one checked against your facts
- Each estimate computed by our tax engine from each country’s rules
- Ranked by saving, so you know what to raise first
- Strategies for claiming tax treaty benefits and foreign tax credits
What the library covers
The library covers more than 200 strategies, across these areas. Their names and estimated savings show inside WhiteOwl, checked against your facts.
- Investments
- Business owners
- Retirement
- Family
- Real estate
- Pay and equity
- Deductions, credits and timing
- Cross-border
- Health care
- Charitable giving
- Education
- Estate planning
The count comes live from the library and grows as strategies are added.