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Tax Planning

We will work with your tax specialist to maximize your tax efficiency.
Tax-Liability Reduction Strategies

Cost Basis and Capital Gains Evaluation

Tax-Loss Harvesting Implementation

Roth Conversion Analysis

Coordination with Qualified Tax Specialists

Health Savings Account (HSA) Evaluation

Tax-Efficient Wealth Transfer Planning

 

Effectively managing wealth requires a thorough understanding of how taxes can impact a portfolio. Tax efficiency requires a detailed and focused plan. Together, in coordination with your tax professional and our external network of CPAs, we aim to provide strategies to lower your tax liability and increase the tax efficiency of your overall financial plan.

Additional Tax Planning Resources

Can I Lower My Taxes with a Donor-Advised Fund?

Due to the passing of the Tax Cuts and Jobs Act of 2017, the Tax Policy center estimates that the number of households claiming an itemized deduction for their gifts to non-profits will be reduced from 37 million to about 16 million in 2018. The result…

Lowering Taxes with QCDs

You may have heard that that IRS requires individuals over the age of 70 ½ to begin taking distributions on their tax-deferred retirement accounts, forcing them to pay taxes on a portion of their IRAs, 401(k)s, etc. during their lifetime. These distributions are referred to as…

Why Robots Are Bad Financial Advisors

In this age of rapidly advancing technology, more and more investors have opted for “DIY” financial planning and investment Management platforms. And, with the increasing capabilities of trading platforms, retirement calculators, and auto-

Q&A: Should Aging Parents & Adult Children Co-Own Assets?

Taking care of aging parents can be unfamiliar territory for anyone who is put to the task. However, it is something that many in their 50s and 60s are dealing with today. And, part of navigating that unfamiliar territory is trying to find a way to more easily…

Q&A: It’s Tax Season. What Do I Need to Know?

Tax season can be a busy and confusing time of year. With the Tax Cuts and Jobs Act of 2017 being signed into law in late 2017, this year’s tax season is perhaps even more confusing than usual. To help, we have listed 9 things that you’ll want to know about this tax...

Q&A: How will the Tax Cuts and Jobs Act of 2017 impact me?

December 22nd, 2017 marked the date of our nation's biggest tax overhaul since 1986 as President Trump signed into law the much anticipated Tax Cuts and Jobs Act of 2017. But, many Americans are questioning what the new tax bill will do for them, and it's likely the...

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