Tax Planning

Tax Strategy to Maximize Your Wealth

Taxes are often your largest single expense, so it’s smart to take a holistic approach and manage tax decisions across all financial matters. Taxes have an impact on every aspect of your financial life.

Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

Some taxes can be deferred, and others can be managed through tax-efficient investing. With careful and consistent preparation, you may be able to manage the impact of taxes on your financial efforts.

Tailored Tax Strategies to Save You Money

A collaborative approach to tax planning

We work collaboratively with you and your accountant to implement sound tax planning strategies. While accountants are trained to work in the past, our job as wealth managers is to look into the future.

Together, we help you review your recent tax returns and identify savings or restructuring opportunities in order to save you money in the future.

How can we help you mitigate your taxes and optimize your wealth?

What can we do to lower our taxes this year and future years?
How will recent tax law changes impact us?
Can we defer taxes until later years?
When does it make sense to do a ROTH conversion, and how much?
Is it possible for us to lower our taxes through more effective use of our business?
How can we structure our portfolio to maximize our after-tax return?
Which investments are better held in our after tax accounts vs. our 401K or IRA accounts?
Can we take advantage of the zero percent capital gains rate?
Contact us today to learn more about how our tax planning services can help you save money now and into your retirement.

Reduce Your Taxable Income

Tax Planning Process

Tax efficiency and financial planning are interwined. Whether you want to save for retirement, improve your income tax situation, or help with your business taxes – we can create a plan tailored to your needs.


Gather information to determine tax planning strategy

It includes the recent corporate and personal tax returns; business financial statements; ownership structure; estate planning documents such as wills and trusts.


Develop a road map that meets those tax planning goals

We develop a plan and coordinate with attorneys and tax compliance professionals to make sure that this roadmap is feasible and cost effective.


tax strategy development

A report that details the tax savings generated from implementing the selected tax strategies, and the step-by-step process to implement each strategy (including the cost). 


implementation and monitoring of tax strategy

Coordinated with your attorneys and tax preparers to implement the strategy. 

We can help in the following areas:

Deduction Planning

Year-End Planning Strategies

Investment Tax Planning

Invest in Municipal Bonds

Transition Management

Tax-Smart Withdrawls

Tax-Loss Harvesting

Manage Capital Gains & Distributions

Manage Pre-Tax to Post-Tax Conversions

Curious about learning more? Let’s talk.