We don’t just create a tax plan, we tap into the expertise of our resident CPA to communicate directly with your accountant, ensuring you take full advantage of tax loss harvesting, charitable giving, and more. By proactively planning, you won’t be left to react to an unexpected tax bill.
• Tax plans are established to minimize taxes in the current year, while considering future tax savings as well.
• Retirement income is carefully engineered to minimize income tax and maximize estate potential.
• We provide guidance for major purchases, as well as gifting to family members and charities.