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Tax Planning and Preparation

Tax efficiency creates value

Tax Planning and Preparation.

Our tax department is very knowledgeable about taxes.  We offer tax planning, estimates and preparation of returns for most individuals.  We consider the tax impact of investment changes, retirement withdrawals, collecting Social Security, required minimum withdrawals from retirement accounts, inheritance and other important events.  Tax planning is another way to enhance advisor alpha and build long term relationships with clients. 

Tax planning comes in many forms:

  • • Tax Bracket Management
  • • Roth Conversions
  • • Harvesting Investments Gains or Losses
  • • Funding Appropriate Accounts During the Accumulation Phase
  • • Contributing to Retirement Accounts
  • • Donating to Charity
  • • Withdrawal Strategy for Retirees

Smart tax planning saves you money.


We have the answers