Tax Planning Strategies

This service balances educational focus with advice. We begin with an overview of various forms of taxes related to income and investing. Following a review of the Client’s recent tax returns, we may recommend options to minimize current and future income taxes as a part of their overall financial planning picture. For example, we may make recommendations on which type of account(s) or specific investments should be owned based in part on their “tax efficiency,” with the consideration that there is always a possibility of future changes to federal, state or local tax laws and rates that may impact your situation.

We recommend that you consult with a qualified tax professional before initiating any tax planning strategy, and we may provide you with contact information for accountants or attorneys who specialize in this area if you wish to hire someone for such purposes. We will participate in meetings or phone calls between you and your tax professional per request and with your approval.