Tax Planning

Reduce Your Income and Estate Tax

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

• Manage taxable portfolios in a tax efficient manner (joint, individual, trusts, etc.)

• Establish the need for trusts

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