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