Tax Planning
Tax impacts every aspect of your financial life.
Our team can work directly with your Accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.
PROACTIVE APPROACH
Planning for Efficiency
Financial planning and tax efficiency go hand-in-hand. Whether you’re looking to properly save for retirement, help improve your income tax situation or want help with your business taxes – we can create a customized plan for you.
Investments
Understanding the tax consequences related to your individual investments
Retirement
Maximizing your retirement plan savings under current tax law
Industry
Focusing on opportunities unique to your individual business or industry
HOW WE HELP
SOME PEOPLE DON’T MIND PAYING UNCLE SAM A HEFTY SUM OF MONEY.
Most people, however, would prefer to keep that extra money and give it to people, organizations or causes of their choosing. Our extensive tax background allows us to offer advice regarding tax sensitive investing, review of cost-basis, carry forward losses, stock option exercise, and tax loss harvesting. In addition, we advise on potential Roth conversions, HSAs and FSAs, as well as pension buy-outs. There is never a reason to pay more taxes than legally required.
