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Tax Planning

Tax impacts every aspect of your financial life. Our team of can work directly with your accountant to review your recent tax returns and identify potential savings or restructuring opportunities, giving you proactive ideas to save money in the future.

  • Taxable income forecasts to keep your CPA informed and your tax estimates current
  • Proactive capital gain/loss strategies working with your CPA to evaluate the tax impact of potential portfolio changes
  • Tracking required minimum IRA distributions so they’re optimized
  • Working regularly with your team of advisors to evaluate options to reduce potential taxes