Tax Planning

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Review: We will offer to review your tax returns on an annual basis to ensure you are taking advantage of all your tax planning opportunities.

Collaborate: We can work with your CPA or accountant as a trusted partner to help you make smart decisions regarding distributions and creating retirement income.

Perspective: We can keep a family perspective, using tax planning techniques to reduce taxes on the whole family unit prior to and upon wealth transfer.

Minimize/Maximize: We have tax planning techniques we can use to minimize taxes by maximizing your lowest tax bracket during both wealth accumulation years and distribution years.

Monitor: We can also monitor your taxable investment accounts for tax loss harvesting.

This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Investors should consult with a tax or legal professional regarding their individual situation.



The Pros and Cons of a Big Tax Refund