Tax Planning

Taxes can have a major impact on your financial and investment plan. We partner closely with your CPA to ensure that we are planning ahead for taxes and doing our part to help reduce your overall tax bill. Our tax planning services include:

• Referrals to qualified tax specialists
• Ongoing tax-management within your non-qualified and taxable investment portfolios
• Leveraging tax advantaged accounts when suitable
• Taking income and distributions in the most tax efficient fashion possible
• Tax Transition strategies for securities with low cost basis