Tax Planning & Preparation

Integrating Services to Minimize Tax Liability

Tax laws are complex and ever-changing. It can be very difficult to navigate this area of your financial life, and can be confusing to have more than one advisor look at your financial situation without understanding everything that affects it.

This is why for most of our clients, we not only create, monitor, and advise on their overall plan, but also prepare their tax return – something that sets us apart from many in the financial planning marketplace.

The professionals who prepare a client’s tax returns share the same space as the professionals who oversee our client’s investment portfolio, allowing for the most efficient, effective results while delivering the best solutions to minimize tax liability and maximize cash flow.

Identifying Tax Savings Opportunities

Tax compliance is an important element of your overall financial picture, and it is critical to consider the impact of taxes in every area of your financial life. Having an efficient tax income strategy helps clients retain their savings and avoid paying unnecessary taxes.

Our goal is to build a long-term relationship with you and your family, and to help navigate the ebbs and flows of your financial life. We constantly monitor changes and review your personal financial situation over time to help minimize tax liabilities.

We offer the following services to create tax-savings opportunities for you:

  • Tax planning and compliance for individuals, estates, and trusts
  • Gifting strategies
  • Charitable planning with donor-advised funds and charitable foundations
  • Portfolio review
  • Consultation on tax-efficient investing
  • Stock option planning
  • Expatriate taxation and tax-equalization strategies

Learn About Our Personal Financial Planning Practice And What We Can Do For Your Future

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