Navigating the World of Tax Strategies and Compliance to Maximize Your Wealth

What is my marginal tax rate? What is the best way to set up my investments in my taxable and tax-exempt accounts in order to minimize the tax impact? How much can I avoid future estate taxes?

Navigating the world of tax strategies and compliance is an important part of your overall financial plan. Income and estate tax considerations all impact the planning process. We develop investment and estate planning strategies that factor both investment and non-investment income sources and their tax implications.

We coordinate closely with your CPA to implement strategies and provide important information for the timely preparation of your tax returns. We provide your CPA detailed information about the tax implications of your investment portfolio and share information with them throughout the year as part of our role as your financial team leader.