1
2
3
4
5
6
7
8
A key part of your plan
We evaluate taxes as part of the larger financial planning process
More than a yearly filing
We plan taxes with a long lens: five, ten, and even lifetime years out
Proactive guidance
Early tax planning helps you end the year confidently with no surprises
Tax Strategy
Includes Tax Bracket Planning, Tax Loss/Gain Harvesting, & Withholding Assessment
Retirement Strategy
Includes Roth Conversions, Deferred Compensation, Social Security, & RMD Planning
Giving Strategy
Includes Charitable Contributions, Donor Advised Funds, & Appreciated Investment Donations
Asset Strategy
Includes Real Estate, Net Unrealized Appreciation (NUA), & Business Entity Structure
Family Life Strategy
Includes College Savings, Health Savings Accounts, & Local Taxes