Tax Planning

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.