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TAX PLANNING

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

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