— Tax Planning —

Financial Planning is not only about making your money work for you but doing so while minimizing your tax consequences. Over your lifetime taxes will be your single greatest expense, even greater than the purchase of your home. Simply put, we aim to ensure that our clients pay only what they owe and nothing more than that amount. While you do have to pay taxes you also have the right to make sure that you are not overpaying your taxes. By designing, implementing and monitoring a tax plan and utilizing tax advantage investment strategies we can help you to reach all of your financial and personal goals that much sooner.

First and foremost, we want to ensure that our clients do not make the common mistakes that can end up costing them significantly. All too often, we talk with people who have had to pay large sums of money because of mistakes that are easily avoidable if you know what to be looking for. The tax code is more comprehensive and complicated today than it has ever been. This can either create anxiety and extra expenses or, when the tax code is understood and used properly, it can provide you with an opportunity to not only make more money but keep more of your money.

We are able to accomplish this by leveraging our knowledge of tax law, accelerating and increasing tax deductions and credits and maximizing all applicable tax incentives afforded our clients under the current Internal Revenue Code.
  • Tax Loss Harvesting
  • Tax Advantaged investing (Qualified accounts)
  • Tax Advantaged Planning (LI, Trust)

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