Tax Management

Do you invest in a tax-efficient manner?
What strategies are available to you to minimize taxes paid during your lifetime?

Tax management is a vital component of smart financial planning. Depending on your specific needs and wants, we will work closely with you and your accountant to help manage taxes in the following areas:

  • Investing: choosing tax-efficient investments while optimizing asset location and tax loss harvesting
  • Retirement Planning: evaluating available retirement plans, contribution limits, and conversion possibilities
  • Charitable Giving: creating strategies that benefit your favorite charities while also reducing your tax burden
  • Estate Planning: designing a strategy to transfer maximum wealth to your loved ones