Tax planning can occur all year long and we believe it goes hand in hand with financial planning.
- Review your tax return in order to highlight tax reduction strategies
- Coordinate with your tax preparer when making large tax based decisions
- Create strategies for exercising options, gifting, asset sales, and other large tax sensitive transactions
- Manage taxable portfolios in a tax efficient manner (joint, individual, trusts, etc.)
- Retirement Distribution strategies
- Establish the need for trusts
