Our Financial Planners are Certified Public Accountants. We have the experience and expertise to understand the tax implications inherent in managing a client’s wealth.
Effective tax planning requires an understanding of all different tax consequences, including, but not limited to, income tax rates, capital gains tax, gift and estate tax. The tax considerations of rebalancing a client’s portfolio are evaluated upfront as they ultimately impact a client’s investment return. We take a proactive approach to finding tax deductions and creating tax-advantaged solutions as part of your overall plan. We seek to protect your estate from potential tax erosion in future years. Along with trusted estate planning attorneys, we position your assets to preserve your long-term wealth.
For clients in retirement, taxes impact income distribution. We help our clients evaluate distributions from tax-deferred and non-tax-deferred accounts. As always, we go beyond the numbers to ensure that all decisions incorporate a client’s goals.
In addition to tax planning, we also offer tax preparation services. This provides our clients the convenience and ease of working with a single advisor who has an ongoing understanding of all aspects of their financial lives. This integrated service is unique in its approach and differentiates us from other firms in our industry.
Our tax planning and preparation services include:
- Tax return preparation and representation
- Proactive and year-end tax reviews
- Deduction maximization
- Tax-efficient investment selection
- Tax loss harvesting
- Tax-advantaged college savings
- Charitable gifting strategies including donor-advised charitable funds
- Estate planning strategies to reduce multigenerational taxes