Tax Planning

Tax Planning

Minimizing your tax liability is an important part of our financial planning process. Tax considerations can influence where you save your money, how you invest it, when you donate it, how you spend it, and even how you pass it on to future generations. Where possible, we will work with you to reduce your exposure to income taxes, investment taxes, and estate/inheritance taxes.

To minimize your income taxes, we’ll help establish informed strategies for charitable giving, retirement savings, and distributions from your 401(k) or IRA.

We’ll manage your investments with a focus on qualified dividends, managing capital gains and losses, and tax-exempt or tax-deferred strategies.

We’ll also help to keep your estate and inheritance taxes in check by considering lifetime giving, life insurance, and various trust strategies.

Whatever tax issues you may be facing, we’ll formulate a plan to handle them in light of your financial situation. If you want to learn, we’ll teach you as we go. If you want one less thing to worry about, we’ll manage it for you. And whether you already have the accounting help you need or you need a referral, we’ll make sure that you have access to the right professionals and we’ll work closely with them.