Tax planning and strategy

Our team strives to implement tax saving strategies to help you grow your assets while keeping control in your hands. 

Tax planning

We will gladly work cooperatively with your CPA or tax preparer to help minimize the burden of tax preparation. We're happy to step in and provide a comprehensive tax package containing all of the relevant documentation needed from our firm.

Tax strategy

Creating Donor-Advised Funds for Appreciated Securities. Donor-advised funds provide a simple way for investors to get immediate tax deductions and avoid capital gains tax liability on appreciated assets. We'll work with you to help set up donor-advised fund in Your Family Name and then you decide where and when to make gifts to your charities.

Gifting Strategies for Tax-Free Giving. Our clients use family gifting strategies to remove assets from their taxable estates. These strategies help reduce future estate taxes, and benefit your family members immediately.

Planning Strategies to Reduce Inter-Generational Taxes. A combination of federal and state taxes can significantly reduce the assets your heirs receive. Strategic generational planning can be critical to maximizing the share that future generations will enjoy.

Tax efficiency in portfolios. We actively tax manage throughout the year taking losses to offset gains where possible. We are also keenly aware of the thresholds and brackets that kick in higher capital gain and income tax rates. We work to limit taxes in all of our portfolio decisions.

Investing in College Saving Plans. With tuition inflation averaging >5% a year, you cannot afford to subject your education savings to unnecessary taxes. The right college savings plan can help ensure that you save effectively and efficiently.


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