Tax Planning

Are you sure you’re not overpaying?

It’s not what you make, it’s what you keep that’s important. Proper tax planning is critical today as taxes continue to rise. Every life event and financial decision—marriage, divorce, death of a loved one, real estate, education, saving, investing, etc.—carries with it a potential tax ramification. We work with your current CPA or our own tax experts to identify where you can reduce tax liabilities and free up cash flow.

Improper tax planning can have serious negative consequences on the value of your estate. Tax efficiency strives to minimize taxes while generating objective-focused returns. Current tax code recognizes different sources of investment income, which are taxed at different rates. Where you place the investment is critical to its efficiency (i.e., tax-advantaged, qualified accounts such as 401(k), 403b, and Roth IRA vs taxable, non-qualified accounts).